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Bivin & Associates’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Bivin & Associates’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
-33
Closed -$1K – 367
2021
Q4 		$1K Buy
+33
New +$1.06K ﹤0.01% 293

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 $21.5B AUM 26.98% 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 $436M AUM 20.64% 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

Bivin & Associates's DFAU Position: Q1 2022 in Review

Bivin & Associates sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2022, closing a stake of 33 shares — an estimated $1K sold.

Bivin & Associates first reported a position in DFAU in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 188 funds tracked by Wall St. Rank hold DFAU as of Q1 2022.

  • Bivin & Associates reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2022 after selling out during the quarter.
  • Bivin & Associates sold 33 Dimensional US Core Equity Market ETF shares in Q1 2022, an estimated $1K.
  • Bivin & Associates first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and held it in 1 quarter.
  • Bivin & Associates's Dimensional US Core Equity Market ETF position peaked at $1K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2022.

Based on Bivin & Associates's 13F filing for Q1 2022, filed 6 May 2022.