Wealthstream 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 | $278K | Hold |
6,561
| – | – | 0.05% | 126 |
|
|
2025
Q1 | $252K | Buy |
6,561
+6
| +0.1% | +$231 | 0.05% | 127 |
|
|
2024
Q4 | $265K | Buy |
6,555
+9
| +0.1% | +$364 | 0.05% | 123 |
|
|
2024
Q3 | $260K | Buy |
6,546
+7
| +0.1% | +$278 | 0.05% | 126 |
|
|
2024
Q2 | $245K | Buy |
6,539
+598
| +10% | +$22.4K | 0.09% | 113 |
|
|
2024
Q1 | $217K | Buy |
+5,941
| New | +$217K | 0.08% | 125 |
|
|
2022
Q4 | – | Sell |
-13,588
| Closed | -$342K | – | 81 |
|
|
2022
Q3 | $342K | Buy |
13,588
+4,118
| +43% | +$104K | 0.37% | 43 |
|
|
2022
Q2 | $250K | Buy |
+9,470
| New | +$250K | 0.25% | 55 |
|