Total Wealth Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $412K | Sell |
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|
2025
Q2 | $420K | Sell |
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|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $529K | Sell |
|
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|
2024
Q3 | $546K | Buy |
|
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|
2024
Q2 | $539K | Buy |
|
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|
2024
Q1 | $503K | Sell |
|
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|
2023
Q4 | $474K | Sell |
|
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $638K | Sell |
|
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|
2023
Q1 | $689K | Buy |
|
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|
2022
Q4 | $645K | Sell |
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|
2022
Q3 | $839K | Sell |
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|
2022
Q2 | $4.96M | Sell |
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|
2022
Q1 | $9.43M | Buy |
|