WIM
Warwick Investment Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
20,620
+5
| +0% | +$212 | 0.17% | 54 |
|
|
2025
Q1 | $792K | Buy |
20,615
+5
| +0% | +$192 | 0.16% | 52 |
|
|
2024
Q4 | $835K | Buy |
20,610
+8
| +0% | +$324 | 0.17% | 48 |
|
|
2024
Q3 | $818K | Buy |
20,602
+5
| +0% | +$198 | 0.19% | 39 |
|
|
2024
Q2 | $772K | Buy |
20,597
+1,045
| +5% | +$39.2K | 0.18% | 46 |
|
|
2024
Q1 | $714K | Buy |
19,552
+2
| +0% | +$73 | 0.17% | 46 |
|
|
2023
Q4 | $650K | Buy |
19,550
+4
| +0% | +$133 | 0.19% | 42 |
|
|
2023
Q3 | $585K | Buy |
19,546
+3
| +0% | +$90 | 0.22% | 41 |
|
|
2023
Q2 | $606K | Buy |
19,543
+3
| +0% | +$93 | 0.24% | 38 |
|
|
2023
Q1 | $562K | Buy |
+19,540
| New | +$562K | 0.24% | 37 |
|