Willow Creek Wealth Management’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 | $15.6M | Buy |
367,975
+22,715
| +7% | +$962K | 1.4% | 21 |
|
|
2025
Q1 | $13.3M | Buy |
345,260
+19,195
| +6% | +$738K | 1.29% | 22 |
|
|
2024
Q4 | $13.2M | Buy |
326,065
+4,268
| +1% | +$173K | 1.35% | 22 |
|
|
2024
Q3 | $12.8M | Buy |
321,797
+1,717
| +0.5% | +$68.1K | 1.34% | 22 |
|
|
2024
Q2 | $12M | Buy |
320,080
+1,083
| +0.3% | +$40.6K | 1.36% | 22 |
|
|
2024
Q1 | $11.7M | Buy |
318,997
+85
| +0% | +$3.11K | 1.36% | 21 |
|
|
2023
Q4 | $10.6M | Buy |
318,912
+10,160
| +3% | +$338K | 1.33% | 21 |
|
|
2023
Q3 | $9.25M | Buy |
308,752
+55,609
| +22% | +$1.67M | 1.38% | 18 |
|
|
2023
Q2 | $7.84M | Sell |
253,143
-2,388
| -0.9% | -$74K | 1.11% | 18 |
|
|
2023
Q1 | $7.35M | Buy |
255,531
+29,208
| +13% | +$840K | 1.13% | 18 |
|
|
2022
Q4 | $6.12M | Buy |
226,323
+108,007
| +91% | +$2.92M | 1.02% | 17 |
|
|
2022
Q3 | $2.98M | Buy |
118,316
+61,891
| +110% | +$1.56M | 0.58% | 24 |
|
|
2022
Q2 | $1.49M | Buy |
56,425
+19,888
| +54% | +$526K | 0.28% | 40 |
|
|
2022
Q1 | $1.15M | Buy |
36,537
+7,511
| +26% | +$237K | 0.23% | 44 |
|
|
2021
Q4 | $958K | Sell |
29,026
-6
| -0% | -$198 | 0.2% | 45 |
|
|
2021
Q3 | $875K | Buy |
29,032
+2,431
| +9% | +$73.3K | 0.19% | 41 |
|
|
2021
Q2 | $804K | Buy |
26,601
+10,778
| +68% | +$326K | 0.19% | 39 |
|
|
2021
Q1 | $446K | Buy |
+15,823
| New | +$446K | 0.16% | 44 |
|