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Brainard Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Brainard Capital 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
2023
Q1 		$5.75M Buy
199,857
+40,136
+25% +$1.13M 4.4% 5
2022
Q4 		$4.32M Buy
+159,721
New +$4.34M 3.66% 7

Other funds holding DFAU

PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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 $23.6B AUM 20.99% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 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
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Brainard Capital Management's DFAU Position: Q1 2023 in Review

Brainard Capital Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 25% in Q1 2023, buying an estimated $1.13M and bringing the position to 199,857 shares worth $5.75M. The position accounts for 4.4% of the portfolio, ranked #5.

Brainard Capital Management first reported a position in DFAU in Q4 2022 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold DFAU as of Q1 2023.

  • Brainard Capital Management held 199,857 shares of Dimensional US Core Equity Market ETF worth $5.75M as of Q1 2023.
  • Brainard Capital Management bought 40,136 Dimensional US Core Equity Market ETF shares in Q1 2023, an estimated $1.13M.
  • Dimensional US Core Equity Market ETF made up 4.4% of Brainard Capital Management's portfolio in Q1 2023, its #5 holding.
  • Brainard Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.