WAM
Weinberger Asset Management’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 | $9.66M | Buy |
228,055
+2,313
| +1% | +$98K | 3.73% | 6 |
|
|
2025
Q1 | $8.68M | Buy |
225,742
+2,872
| +1% | +$110K | 3.72% | 6 |
|
|
2024
Q4 | $9.02M | Buy |
222,870
+14,191
| +7% | +$575K | 3.77% | 6 |
|
|
2024
Q3 | $8.28M | Buy |
208,679
+25,065
| +14% | +$995K | 3.53% | 8 |
|
|
2024
Q2 | $6.88M | Buy |
183,614
+870
| +0.5% | +$32.6K | 3.24% | 9 |
|
|
2024
Q1 | $6.68M | Buy |
182,744
+12,732
| +7% | +$465K | 3.23% | 9 |
|
|
2023
Q4 | $5.65M | Buy |
170,012
+21,796
| +15% | +$725K | 2.91% | 8 |
|
|
2023
Q3 | $4.44M | Buy |
148,216
+21,676
| +17% | +$649K | 2.53% | 11 |
|
|
2023
Q2 | $3.92M | Buy |
126,540
+24,644
| +24% | +$764K | 2.16% | 12 |
|
|
2023
Q1 | $2.93M | Buy |
101,896
+33,705
| +49% | +$970K | 1.71% | 18 |
|
|
2022
Q4 | $1.84M | Buy |
+68,191
| New | +$1.84M | 1.13% | 23 |
|