WFAG
Wescott Financial Advisory Group’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 | $1.42M | Buy |
33,613
+54
| +0.2% | +$2.29K | 0.14% | 74 |
|
|
2025
Q1 | $1.29M | Buy |
33,559
+44
| +0.1% | +$1.69K | 0.13% | 73 |
|
|
2024
Q4 | $1.36M | Buy |
33,515
+73
| +0.2% | +$2.96K | 0.14% | 73 |
|
|
2024
Q3 | $1.33M | Buy |
33,442
+53
| +0.2% | +$2.1K | 0.14% | 74 |
|
|
2024
Q2 | $1.25M | Buy |
33,389
+53
| +0.2% | +$1.99K | 0.15% | 76 |
|
|
2024
Q1 | $1.22M | Buy |
33,336
+40
| +0.1% | +$1.46K | 0.15% | 70 |
|
|
2023
Q4 | $1.11M | Buy |
33,296
+78
| +0.2% | +$2.59K | 0.16% | 69 |
|
|
2023
Q3 | $995K | Buy |
33,218
+65
| +0.2% | +$1.95K | 0.18% | 68 |
|
|
2023
Q2 | $1.03M | Buy |
33,153
+65
| +0.2% | +$2.01K | 0.18% | 70 |
|
|
2023
Q1 | $952K | Buy |
33,088
+10,409
| +46% | +$299K | 0.21% | 68 |
|
|
2022
Q4 | $613K | Buy |
22,679
+5,564
| +33% | +$150K | 0.13% | 80 |
|
|
2022
Q3 | $430K | Buy |
+17,115
| New | +$430K | 0.12% | 93 |
|