Ullmann Wealth Partners Group’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 | $451K | Buy |
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|
2025
Q2 | $417K | Buy |
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|
2025
Q1 | $377K | Sell |
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|
2024
Q4 | $427K | Buy |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $510K | Sell |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $598K | Sell |
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|
2023
Q2 | $36.1M | Sell |
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|
2023
Q1 | $63.4M | Buy |
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|
2022
Q4 | $58.3M | Buy |
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|
2022
Q3 | $53.5M | Buy |
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|
2022
Q2 | $55.2M | Buy |
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|
2022
Q1 | $61.2M | Buy |
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|
2021
Q4 | $61M | Buy |
|