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DFAU icon

BetterWealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

BetterWealth’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
Q2 		– Sell
-39,164
Closed -$1.43M – 64
2024
Q1 		$1.43M Buy
39,164
+14
+0% +$485 0.47% 24
2023
Q4 		$1.3M Buy
+39,150
New +$1.22M 0.45% 24
2022
Q2 		– Sell
-142,236
Closed -$4.48M – 41
2022
Q1 		$4.48M Buy
142,236
+2,093
+1% +$65K 6% 4
2021
Q4 		$4.63M Buy
+140,143
New +$4.5M 3.24% 7

Other funds holding DFAU

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
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

BetterWealth's DFAU Position: Q2 2024 in Review

BetterWealth sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2024, closing a stake of 39,164 shares — an estimated $1.43M sold.

BetterWealth first reported a position in DFAU in Q4 2021 and held it in 4 quarters. The position peaked at $4.63M in Q4 2021. 386 funds tracked by Wall St. Rank hold DFAU as of Q2 2024.

  • BetterWealth reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
  • BetterWealth sold 39,164 Dimensional US Core Equity Market ETF shares in Q2 2024, an estimated $1.43M.
  • BetterWealth first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and held it in 4 quarters.
  • BetterWealth's Dimensional US Core Equity Market ETF position peaked at $4.63M in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2024.

Based on BetterWealth's 13F filing for Q2 2024, filed 19 Jul 2024.