Waypoint Wealth 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
$684K Buy
+16,150
New +$684K 0.17% 38
2022
Q4
Sell
-78,800
Closed -$1.98M 68
2022
Q3
$1.98M Sell
78,800
-254,000
-76% -$6.39M 0.84% 14
2022
Q2
$8.8M Buy
+332,800
New +$8.8M 3.37% 8