Vertex Planning Partners’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 | $668K | Buy |
15,771
+1,784
| +13% | +$75.6K | 0.14% | 84 |
|
|
2025
Q1 | $538K | Buy |
13,987
+2,576
| +23% | +$99K | 0.12% | 99 |
|
|
2024
Q4 | $462K | Buy |
11,411
+1,005
| +10% | +$40.7K | 0.1% | 113 |
|
|
2024
Q3 | $413K | Buy |
10,406
+1,248
| +14% | +$49.5K | 0.1% | 105 |
|
|
2024
Q2 | $343K | Sell |
9,158
-11
| -0.1% | -$412 | 0.09% | 112 |
|
|
2024
Q1 | $335K | Buy |
9,169
+730
| +9% | +$26.7K | 0.09% | 115 |
|
|
2023
Q4 | $281K | Buy |
8,439
+689
| +9% | +$22.9K | 0.08% | 122 |
|
|
2023
Q3 | $232K | Buy |
+7,750
| New | +$232K | 0.08% | 123 |
|