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Avantax Advisory Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Avantax Advisory Services’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
2025
Q1 		– Sell
-5,282
Closed -$214K – 2247
2024
Q4 		$214K Buy
+5,282
New +$216K ﹤0.01% 2018
2024
Q3 		– Sell
-16,395
Closed -$615K – 2138
2024
Q2 		$615K Buy
+16,395
New +$596K ﹤0.01% 1236

Other funds holding DFAU

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Avantax Advisory Services's DFAU Position: Q1 2025 in Review

Avantax Advisory Services sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2025, closing a stake of 5,282 shares — an estimated $214K sold.

Avantax Advisory Services first reported a position in DFAU in Q2 2024 and held it in 2 quarters. The position peaked at $615K in Q2 2024. 477 funds tracked by Wall St. Rank hold DFAU as of Q1 2025.

  • Avantax Advisory Services reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 5,282 Dimensional US Core Equity Market ETF shares in Q1 2025, an estimated $214K.
  • Avantax Advisory Services first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Dimensional US Core Equity Market ETF position peaked at $615K in Q2 2024.
  • 477 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.