SYM Financial Corp’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.69M | Buy |
110,687
+2,476
| +2% | +$105K | 0.52% | 19 |
|
2025
Q1 | $4.16M | Buy |
108,211
+1,378
| +1% | +$53K | 0.51% | 20 |
|
2024
Q4 | $4.33M | Buy |
106,833
+1,442
| +1% | +$58.4K | 0.56% | 19 |
|
2024
Q3 | $4.18M | Buy |
105,391
+2,197
| +2% | +$87.2K | 0.56% | 17 |
|
2024
Q2 | $3.87M | Buy |
103,194
+4,164
| +4% | +$156K | 0.62% | 15 |
|
2024
Q1 | $3.62M | Buy |
99,030
+19,056
| +24% | +$696K | 0.6% | 17 |
|
2023
Q4 | $2.66M | Buy |
79,974
+16,375
| +26% | +$544K | 0.43% | 20 |
|
2023
Q3 | $1.9M | Buy |
63,599
+4,795
| +8% | +$144K | 0.34% | 21 |
|
2023
Q2 | $1.82M | Buy |
+58,804
| New | +$1.82M | 0.37% | 18 |
|