USAdvisors Wealth Management’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 | $1.16M | Buy |
27,447
+369
| +1% | +$15.6K | 0.43% | 56 |
|
|
2025
Q1 | $1.04M | Sell |
27,078
-22,061
| -45% | -$847K | 0.36% | 59 |
|
|
2024
Q4 | $1.99M | Buy |
49,139
+1,500
| +3% | +$60.7K | 0.65% | 43 |
|
|
2024
Q3 | $1.88M | Sell |
47,639
-2,798
| -6% | -$111K | 0.66% | 45 |
|
|
2024
Q2 | $1.89M | Sell |
50,437
-1,894
| -4% | -$71K | 0.67% | 43 |
|
|
2024
Q1 | $1.91M | Buy |
52,331
+1,954
| +4% | +$71.3K | 0.72% | 43 |
|
|
2023
Q4 | $1.68M | Sell |
50,377
-211
| -0.4% | -$7.02K | 0.7% | 42 |
|
|
2023
Q3 | $1.51M | Buy |
50,588
+2,683
| +6% | +$80.3K | 0.68% | 40 |
|
|
2023
Q2 | $1.49M | Buy |
47,905
+3,905
| +9% | +$121K | 0.7% | 41 |
|
|
2023
Q1 | $1.27M | Buy |
44,000
+4,469
| +11% | +$129K | 0.6% | 46 |
|
|
2022
Q4 | $1.07M | Buy |
39,531
+5,036
| +15% | +$136K | 0.52% | 50 |
|
|
2022
Q3 | $868K | Buy |
34,495
+4,999
| +17% | +$126K | 0.44% | 54 |
|
|
2022
Q2 | $780K | Buy |
29,496
+148
| +0.5% | +$3.91K | 0.39% | 58 |
|
|
2022
Q1 | $925K | Buy |
29,348
+85
| +0.3% | +$2.68K | 0.39% | 62 |
|
|
2021
Q4 | $966K | Buy |
29,263
+3,410
| +13% | +$113K | 0.39% | 55 |
|
|
2021
Q3 | $779K | Buy |
25,853
+132
| +0.5% | +$3.98K | 0.34% | 63 |
|
|
2021
Q2 | $777K | Buy |
25,721
+271
| +1% | +$8.19K | 0.42% | 59 |
|
|
2021
Q1 | $717K | Buy |
+25,450
| New | +$717K | 0.35% | 61 |
|