Total Wealth Planning’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 | $420K | Sell |
9,924
-2,757
| -22% | -$117K | 0.05% | 82 |
|
|
2025
Q1 | $487K | Sell |
12,681
-382
| -3% | -$14.7K | 0.07% | 65 |
|
|
2024
Q4 | $529K | Sell |
13,063
-705
| -5% | -$28.5K | 0.08% | 64 |
|
|
2024
Q3 | $546K | Buy |
13,768
+2
| +0% | +$79 | 0.09% | 63 |
|
|
2024
Q2 | $539K | Buy |
13,766
+2
| +0% | +$78 | 0.09% | 62 |
|
|
2024
Q1 | $503K | Sell |
13,764
-506
| -4% | -$18.5K | 0.09% | 66 |
|
|
2023
Q4 | $474K | Sell |
14,270
-2,873
| -17% | -$95.5K | 0.09% | 67 |
|
|
2023
Q3 | $513K | Sell |
17,143
-3,433
| -17% | -$103K | 0.1% | 61 |
|
|
2023
Q2 | $638K | Sell |
20,576
-3,361
| -14% | -$104K | 0.13% | 56 |
|
|
2023
Q1 | $689K | Buy |
23,937
+50
| +0.2% | +$1.44K | 0.15% | 56 |
|
|
2022
Q4 | $645K | Sell |
23,887
-9,476
| -28% | -$256K | 0.16% | 56 |
|
|
2022
Q3 | $839K | Sell |
33,363
-154,299
| -82% | -$3.88M | 0.24% | 45 |
|
|
2022
Q2 | $4.96M | Sell |
187,662
-111,599
| -37% | -$2.95M | 1.44% | 18 |
|
|
2022
Q1 | $9.43M | Buy |
+299,261
| New | +$9.43M | 2.55% | 8 |
|