Teamwork Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-179,954
| Closed | -$6.58M | – | 152 |
|
|
2024
Q1 | $6.58M | Buy |
179,954
+31,867
| +22% | +$1.16M | 1.01% | 33 |
|
|
2023
Q4 | $4.92M | Buy |
148,087
+3,174
| +2% | +$106K | 0.84% | 29 |
|
|
2023
Q3 | $4.34M | Buy |
144,913
+52,342
| +57% | +$1.57M | 0.71% | 36 |
|
|
2023
Q2 | $2.87M | Sell |
92,571
-21,034
| -19% | -$652K | 0.47% | 41 |
|
|
2023
Q1 | $3.27M | Buy |
113,605
+26,012
| +30% | +$748K | 0.6% | 37 |
|
|
2022
Q4 | $2.37M | Buy |
87,593
+31,393
| +56% | +$848K | 0.48% | 36 |
|
|
2022
Q3 | $1.41M | Buy |
+56,200
| New | +$1.41M | 0.3% | 51 |
|
|
2022
Q1 | – | Sell |
-18,077
| Closed | -$597K | – | 264 |
|
|
2021
Q4 | $597K | Buy |
18,077
+70
| +0.4% | +$2.31K | 0.11% | 175 |
|
|
2021
Q3 | $543K | Buy |
18,007
+1,200
| +7% | +$36.2K | 0.11% | 149 |
|
|
2021
Q2 | $508K | Buy |
16,807
+3,575
| +27% | +$108K | 0.1% | 150 |
|
|
2021
Q1 | $373K | Buy |
+13,232
| New | +$373K | 0.09% | 172 |
|