Waverly 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 | $5.41M | Buy |
127,626
+73,820
| +137% | +$3.13M | 0.06% | 294 |
|
|
2025
Q1 | $2.07M | Buy |
53,806
+2,719
| +5% | +$105K | 0.03% | 473 |
|
|
2024
Q4 | $2.07M | Sell |
51,087
-450
| -0.9% | -$18.2K | 0.03% | 380 |
|
|
2024
Q3 | $2.05M | Buy |
51,537
+3,588
| +7% | +$142K | 0.04% | 325 |
|
|
2024
Q2 | $1.8M | Buy |
47,949
+485
| +1% | +$18.2K | 0.04% | 332 |
|
|
2024
Q1 | $1.73M | Buy |
47,464
+658
| +1% | +$24K | 0.04% | 280 |
|
|
2023
Q4 | $1.56M | Sell |
46,806
-1,507
| -3% | -$50.1K | 0.06% | 178 |
|
|
2023
Q3 | $1.45M | Hold |
48,313
| – | – | 0.06% | 165 |
|
|
2023
Q2 | $1.5M | Buy |
+48,313
| New | +$1.5M | 0.07% | 152 |
|