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	–	165
2022 Q1	$438K	Sell	8,938 -200	-2%	-$6.21K	0.27%	107
2021 Q4	$472K	Sell	9,138 -310	-3%	-$9.95K	0.27%	106
2021 Q3	$446K	Sell	9,448 -500	-5%	-$15.4K	0.28%	107
2021 Q2	$469K	Buy	+9,948	New	+$294K	0.3%	94

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Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return