
Wealth Enhancement Advisory Services’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 | $83.2M | Buy |
1,935,348
+710,727
| +58% | +$30.5M | 0.14% | 146 |
|
2025
Q1 | $47.1M | Buy |
1,224,621
+211,374
| +21% | +$8.13M | 0.09% | 215 |
|
2024
Q4 | $41M | Buy |
1,013,247
+152,808
| +18% | +$6.19M | 0.08% | 235 |
|
2024
Q3 | $34.2M | Buy |
860,439
+22,366
| +3% | +$888K | 0.07% | 256 |
|
2024
Q2 | $31.4M | Sell |
838,073
-533,351
| -39% | -$20M | 0.07% | 253 |
|
2024
Q1 | $50.1M | Buy |
1,371,424
+38,871
| +3% | +$1.42M | 0.13% | 161 |
|
2023
Q4 | $44.3M | Buy |
1,332,553
+28,374
| +2% | +$943K | 0.13% | 164 |
|
2023
Q3 | $39.1M | Buy |
1,304,179
+1,168,887
| +864% | +$35M | 0.13% | 163 |
|
2023
Q2 | $4.19M | Sell |
135,292
-227
| -0.2% | -$7.04K | 0.05% | 143 |
|
2023
Q1 | $3.9M | Sell |
135,519
-31
| -0% | -$892 | 0.05% | 155 |
|
2022
Q4 | $3.86M | Buy |
135,550
+1,535
| +1% | +$43.7K | 0.05% | 137 |
|
2022
Q3 | $3.44M | Buy |
+134,015
| New | +$3.44M | 0.05% | 142 |
|