AWM
DFAU icon

Activest Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Activest Wealth Management’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
2023
Q3 		– Sell
-112,432
Closed -$5.1M – 352
2023
Q2 		$5.1M Buy
+112,432
New +$3.3M 3.53% 8

Other funds holding DFAU

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Activest Wealth Management's DFAU Position: Q3 2023 in Review

Activest Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2023, closing a stake of 112,432 shares — an estimated $5.1M sold.

Activest Wealth Management first reported a position in DFAU in Q2 2023 and held it in 1 quarter. The position peaked at $5.1M in Q2 2023. 321 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

  • Activest Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • Activest Wealth Management sold 112,432 Dimensional US Core Equity Market ETF shares in Q3 2023, an estimated $5.1M.
  • Activest Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2023 and held it in 1 quarter.
  • Activest Wealth Management's Dimensional US Core Equity Market ETF position peaked at $5.1M in Q2 2023.
  • 321 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.