AWM
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Avior Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Avior 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
2024
Q4 		– Sell
-1,210
Closed -$48K – 2482
2024
Q3 		$48K Hold
1,210
– – ﹤0.01% 1126
2024
Q2 		$45.4K Buy
1,210
+15
+1% +$545 ﹤0.01% 1128
2024
Q1 		$43.7K Hold
1,195
– – ﹤0.01% 1281
2023
Q4 		$39.7K Hold
1,195
– – ﹤0.01% 772
2023
Q3 		$35.8K Hold
1,195
– – ﹤0.01% 834
2023
Q2 		$37K Buy
+1,195
New +$35K ﹤0.01% 827

Other funds holding DFAU

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Avior Wealth Management's DFAU Position: Q4 2024 in Review

Avior Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2024, closing a stake of 1,210 shares — an estimated $48K sold.

Avior Wealth Management first reported a position in DFAU in Q2 2023 and held it in 6 quarters. The position peaked at $48K in Q3 2024. 464 funds tracked by Wall St. Rank hold DFAU as of Q4 2024.

  • Avior Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1,210 Dimensional US Core Equity Market ETF shares in Q4 2024, an estimated $48K.
  • Avior Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2023 and held it in 6 quarters.
  • Avior Wealth Management's Dimensional US Core Equity Market ETF position peaked at $48K in Q3 2024.
  • 464 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.