U.S. Capital Wealth Advisors’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 | $9.84M | Sell |
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|
2025
Q2 | $9.19M | Buy |
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|
2025
Q1 | $8.24M | Buy |
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|
2024
Q4 | $8.66M | Buy |
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|
2024
Q3 | $8.47M | Buy |
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|
2024
Q2 | $7.94M | Buy |
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|
2024
Q1 | $7.67M | Buy |
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|
2023
Q4 | $6.92M | Buy |
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|
2023
Q3 | $6.01M | Hold |
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|
2023
Q2 | $6.22M | Sell |
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|
2023
Q1 | $6.06M | Buy |
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|
2022
Q4 | $5.35M | Buy |
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|
2022
Q3 | $3.41M | Buy |
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|
2022
Q2 | $3.2M | Buy |
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|
2022
Q1 | $3.28M | Buy |
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|
2021
Q4 | $3.03M | Buy |
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|
2021
Q3 | $2.14M | Buy |
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