Tanglewood Legacy Advisors’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 | $1.8M | Hold |
42,517
| – | – | 0.74% | 24 |
|
|
2025
Q1 | $1.63M | Sell |
42,517
-15,770
| -27% | -$606K | 0.72% | 23 |
|
|
2024
Q4 | $2.36M | Hold |
58,287
| – | – | 1.01% | 17 |
|
|
2024
Q3 | $2.31M | Hold |
58,287
| – | – | 1.03% | 18 |
|
|
2024
Q2 | $2.19M | Sell |
58,287
-49
| -0.1% | -$1.84K | 1.03% | 18 |
|
|
2024
Q1 | $2.13M | Hold |
58,336
| – | – | 1.05% | 17 |
|
|
2023
Q4 | $1.94M | Sell |
58,336
-29,664
| -34% | -$986K | 1.06% | 18 |
|
|
2023
Q3 | $2.64M | Hold |
88,000
| – | – | 1.58% | 12 |
|
|
2023
Q2 | $2.73M | Buy |
88,000
+14,995
| +21% | +$465K | 1.58% | 12 |
|
|
2023
Q1 | $2.1M | Buy |
+73,005
| New | +$2.1M | 1.34% | 15 |
|