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Black Point Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Black Point 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
2025
Q1 		– Sell
-20,329
Closed -$823K – 20
2024
Q4 		$823K Hold
20,329
– – 0.95% 14
2024
Q3 		$807K Buy
20,329
+1,750
+9% +$66.8K 0.93% 14
2024
Q2 		$697K Buy
+18,579
New +$675K 0.72% 16

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 $436M AUM 20.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Black Point Wealth Management's DFAU Position: Q1 2025 in Review

Black Point Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2025, closing a stake of 20,329 shares — an estimated $823K sold.

Black Point Wealth Management first reported a position in DFAU in Q2 2024 and held it in 3 quarters. The position peaked at $823K in Q4 2024. 477 funds tracked by Wall St. Rank hold DFAU as of Q1 2025.

  • Black Point Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 20,329 Dimensional US Core Equity Market ETF shares in Q1 2025, an estimated $823K.
  • Black Point Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and held it in 3 quarters.
  • Black Point Wealth Management's Dimensional US Core Equity Market ETF position peaked at $823K in Q4 2024.
  • 477 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.