Asset Management Corp’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Asset Management Corp’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 Q2	–	Sell	-8,938	Closed	-$438K	–	164
2022 Q1	$438K	Sell	8,938 -200	-2%	-$6.21K	0.22%	107
2021 Q4	$472K	Sell	9,138 -310	-3%	-$9.95K	0.23%	106
2021 Q3	$446K	Sell	9,448 -500	-5%	-$15.4K	0.22%	107
2021 Q2	$469K	Buy	+9,948	New	+$294K	0.27%	94

Other funds holding DFAU

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

MWP

Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Asset Management Corp's DFAU Position: Q2 2022 in Review

Asset Management Corp sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2022, closing a stake of 8,938 shares — an estimated $438K sold.

Asset Management Corp first reported a position in DFAU in Q2 2021 and held it in 4 quarters. The position peaked at $472K in Q4 2021. 216 funds tracked by Wall St. Rank hold DFAU as of Q2 2022.

Asset Management Corp reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2022 after selling out during the quarter.
Asset Management Corp sold 8,938 Dimensional US Core Equity Market ETF shares in Q2 2022, an estimated $438K.
Asset Management Corp first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and held it in 4 quarters.
Asset Management Corp's Dimensional US Core Equity Market ETF position peaked at $472K in Q4 2021.
216 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2022.

Based on Asset Management Corp's 13F filing for Q2 2022, filed 1 Aug 2022.