5L
DFAU icon

55I LLC’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

55I LLC’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,711
Closed -$230K – 583
2022
Q2 		$230K Buy
+8,711
New +$250K 0.01% 496

Other funds holding DFAU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

55I LLC's DFAU Position: Q3 2022 in Review

55I LLC sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2022, closing a stake of 8,711 shares — an estimated $230K sold.

55I LLC first reported a position in DFAU in Q2 2022 and held it in 1 quarter. The position peaked at $230K in Q2 2022. 226 funds tracked by Wall St. Rank hold DFAU as of Q3 2022.

  • 55I LLC reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2022 after selling out during the quarter.
  • 55I LLC sold 8,711 Dimensional US Core Equity Market ETF shares in Q3 2022, an estimated $230K.
  • 55I LLC first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and held it in 1 quarter.
  • 55I LLC's Dimensional US Core Equity Market ETF position peaked at $230K in Q2 2022.
  • 226 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.