Washington Trust 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 | $1.35M | Sell |
31,777
-3,215
| -9% | -$136K | 0.11% | 86 |
|
2025
Q1 | $1.35M | Buy |
34,992
+6,265
| +22% | +$241K | 0.12% | 84 |
|
2024
Q4 | $1.16M | Hold |
28,727
| – | – | 0.1% | 96 |
|
2024
Q3 | $1.14M | Hold |
28,727
| – | – | 0.1% | 93 |
|
2024
Q2 | $1.08M | Buy |
28,727
+28,262
| +6,078% | +$1.06M | 0.1% | 89 |
|
2024
Q1 | $17K | Hold |
465
| – | – | ﹤0.01% | 416 |
|
2023
Q4 | $15.5K | Hold |
465
| – | – | ﹤0.01% | 424 |
|
2023
Q3 | $13.9K | Hold |
465
| – | – | ﹤0.01% | 424 |
|
2023
Q2 | $14.4K | Buy |
465
+227
| +95% | +$7.04K | ﹤0.01% | 414 |
|
2023
Q1 | $6.85K | Buy |
+238
| New | +$6.85K | ﹤0.01% | 555 |
|