WMG Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $507K | Sell |
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|
2025
Q2 | $502K | Hold |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $376K | Sell |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $590K | Sell |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $3.12M | Sell |
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|
2022
Q3 | $3.12M | Sell |
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|
2022
Q2 | $3.77M | Sell |
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|
2022
Q1 | $5.89M | Sell |
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|
2021
Q4 | $6.4M | Buy |
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