Valued Wealth Advisors’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 | $35.3M | Buy |
833,680
+55,287
| +7% | +$2.34M | 18.42% | 1 |
|
|
2025
Q1 | $29.9M | Buy |
778,393
+35,132
| +5% | +$1.35M | 17.96% | 1 |
|
|
2024
Q4 | $30.1M | Buy |
743,261
+2,145
| +0.3% | +$86.9K | 18.85% | 1 |
|
|
2024
Q3 | $29.4M | Sell |
741,116
-25,105
| -3% | -$996K | 19.07% | 1 |
|
|
2024
Q2 | $28.7M | Buy |
766,221
+18,074
| +2% | +$678K | 19.72% | 1 |
|
|
2024
Q1 | $27.3M | Buy |
748,147
+104,617
| +16% | +$3.82M | 19.37% | 1 |
|
|
2023
Q4 | $19.3M | Buy |
+643,530
| New | +$19.3M | 17.8% | 1 |
|