Zhang Financial’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 | $26.6M | Buy |
627,018
+180,210
| +40% | +$7.63M | 1.23% | 18 |
|
|
2025
Q1 | $17.2M | Buy |
446,808
+31,999
| +8% | +$1.23M | 0.91% | 24 |
|
|
2024
Q4 | $16.8M | Buy |
414,809
+2,236
| +0.5% | +$90.5K | 0.96% | 21 |
|
|
2024
Q3 | $16.4M | Buy |
412,573
+966
| +0.2% | +$38.3K | 1.03% | 20 |
|
|
2024
Q2 | $15.4M | Buy |
411,607
+414
| +0.1% | +$15.5K | 1.08% | 19 |
|
|
2024
Q1 | $15M | Buy |
411,193
+3,042
| +0.7% | +$111K | 1.11% | 18 |
|
|
2023
Q4 | $13.6M | Sell |
408,151
-8,749
| -2% | -$291K | 1.17% | 18 |
|
|
2023
Q3 | $12.5M | Sell |
416,900
-1,098
| -0.3% | -$32.9K | 1.27% | 18 |
|
|
2023
Q2 | $13M | Sell |
417,998
-23,907
| -5% | -$741K | 1.33% | 18 |
|
|
2023
Q1 | $12.7M | Sell |
441,905
-7,119
| -2% | -$205K | 1.45% | 18 |
|
|
2022
Q4 | $12.1M | Buy |
449,024
+76,052
| +20% | +$2.05M | 1.55% | 17 |
|
|
2022
Q3 | $9.38M | Buy |
372,972
+152,767
| +69% | +$3.84M | 1.41% | 15 |
|
|
2022
Q2 | $5.82M | Buy |
+220,205
| New | +$5.82M | 0.93% | 21 |
|