Yardley 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
$31M Buy
732,989
+14,013
+2% +$594K 16.98% 1
2025
Q1
$27.6M Sell
718,976
-125,280
-15% -$4.82M 16.28% 1
2024
Q4
$34.1M Buy
844,256
+137,134
+19% +$5.54M 16.56% 1
2024
Q3
$28.1M Buy
+707,122
New +$28.1M 16.65% 1