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Wealthspire Advisors (New York)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DFAU Stock Details DFAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$36.1M Buy
851,789
+61,085
+8% +$2.59M 0.2% 56
2025
Q1 		$30.4M Sell
790,704
-6,364
-0.8% -$245K 0.18% 62
2024
Q4 		$32.3M Sell
797,068
-439,659
-36% -$17.8M 0.32% 49
2024
Q3 		$49.1M Buy
+1,236,727
New +$49.1M 0.5% 42