AWE
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Avidian Wealth Enterprises’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-8,316
Closed -$274K – 511
2021
Q4 		$274K Buy
+8,316
New +$267K 0.02% 424

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

Avidian Wealth Enterprises's DFAU Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2022, closing a stake of 8,316 shares — an estimated $274K sold.

Avidian Wealth Enterprises first reported a position in DFAU in Q4 2021 and held it in 1 quarter. The position peaked at $274K in Q4 2021. 187 funds tracked by Wall St. Rank hold DFAU as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 8,316 Dimensional US Core Equity Market ETF shares in Q1 2022, an estimated $274K.
  • Avidian Wealth Enterprises first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Dimensional US Core Equity Market ETF position peaked at $274K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.