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

Adams Chetwood 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
2022
Q1 		$11.1M Buy
350,777
+23,199
+7% +$721K 6.27% 4
2021
Q4 		$10.8M Buy
327,578
+42,880
+15% +$1.38M 7.34% 3
2021
Q3 		$8.58M Buy
284,698
+81,720
+40% +$2.52M 6.21% 4
2021
Q2 		$6.13M Buy
202,978
+73,165
+56% +$2.16M 4.33% 4
2021
Q1 		$3.66M Buy
129,813
+116,089
+846% +$3.18M 2.79% 8
2020
Q4 		$361K Buy
+13,724
New +$352K 0.3% 60

Other funds holding DFAU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Adams Chetwood Wealth Management's DFAU Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 7.1% in Q1 2022, buying an estimated $721K and bringing the position to 350,777 shares worth $11.1M. The position accounts for 6.27% of the portfolio, ranked #4.

Adams Chetwood Wealth Management first reported a position in DFAU in Q4 2020 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold DFAU as of Q1 2022.

  • Adams Chetwood Wealth Management held 350,777 shares of Dimensional US Core Equity Market ETF worth $11.1M as of Q1 2022.
  • Adams Chetwood Wealth Management bought 23,199 Dimensional US Core Equity Market ETF shares in Q1 2022, an estimated $721K.
  • Dimensional US Core Equity Market ETF made up 6.27% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #4 holding.
  • Adams Chetwood Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 6 quarters since.
  • 188 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.