West Financial 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 | $2.97K | Hold |
70
| – | – | ﹤0.01% | 174 |
|
|
2025
Q1 | $2.69K | Hold |
70
| – | – | ﹤0.01% | 172 |
|
|
2024
Q4 | $2.84K | Sell |
70
-20
| -22% | -$810 | ﹤0.01% | 171 |
|
|
2024
Q3 | $3.57K | Hold |
90
| – | – | ﹤0.01% | 165 |
|
|
2024
Q2 | $3.38K | Sell |
90
-1,094
| -92% | -$41K | ﹤0.01% | 137 |
|
|
2024
Q1 | $43.3K | Hold |
1,184
| – | – | 0.01% | 85 |
|
|
2023
Q4 | $39.4K | Sell |
1,184
-10,841
| -90% | -$360K | 0.01% | 88 |
|
|
2023
Q3 | $360K | Sell |
12,025
-94
| -0.8% | -$2.82K | 0.09% | 45 |
|
|
2023
Q2 | $376K | Buy |
12,119
+298
| +3% | +$9.24K | 0.09% | 42 |
|
|
2023
Q1 | $340K | Buy |
11,821
+494
| +4% | +$14.2K | 0.09% | 43 |
|
|
2022
Q4 | $306K | Buy |
11,327
+1,197
| +12% | +$32.3K | 0.09% | 43 |
|
|
2022
Q3 | $255K | Sell |
10,130
-2,243
| -18% | -$56.5K | 0.08% | 46 |
|
|
2022
Q2 | $327K | Sell |
12,373
-387,981
| -97% | -$10.3M | 0.1% | 42 |
|
|
2022
Q1 | $12.6M | Buy |
400,354
+361,409
| +928% | +$11.4M | 3.32% | 9 |
|
|
2021
Q4 | $1.29M | Buy |
+38,945
| New | +$1.29M | 0.34% | 21 |
|