True Wealth Design’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 | $195K | Hold |
4,600
| – | – | 0.07% | 50 |
|
2025
Q1 | $177K | Hold |
4,600
| – | – | 0.07% | 42 |
|
2024
Q4 | $186K | Hold |
4,600
| – | – | 0.07% | 31 |
|
2024
Q3 | $183K | Hold |
4,600
| – | – | 0.07% | 33 |
|
2024
Q2 | $172K | Hold |
4,600
| – | – | 0.04% | 121 |
|
2024
Q1 | $168K | Hold |
4,600
| – | – | 0.04% | 121 |
|
2023
Q4 | $153K | Hold |
4,600
| – | – | 0.04% | 121 |
|
2023
Q3 | $138K | Hold |
4,600
| – | – | 0.05% | 121 |
|
2023
Q2 | $143K | Hold |
4,600
| – | – | 0.05% | 120 |
|
2023
Q1 | $132K | Hold |
4,600
| – | – | 0.06% | 127 |
|
2022
Q4 | $124K | Buy |
+4,600
| New | +$124K | 0.06% | 117 |
|