Brown Brothers Harriman & Co
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Brown Brothers Harriman & Co’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Brown Brothers Harriman & Co’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
Q2 		– Sell
-12,203
Closed -$385K – 1326
2022
Q1 		$385K Buy
+12,203
New +$379K ﹤0.01% 381

Other funds holding DFAU

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Pathstone Family Office
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Brown Brothers Harriman & Co's DFAU Position: Q2 2022 in Review

Brown Brothers Harriman & Co sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2022, closing a stake of 12,203 shares — an estimated $385K sold.

Brown Brothers Harriman & Co first reported a position in DFAU in Q1 2022 and held it in 1 quarter. The position peaked at $385K in Q1 2022. 217 funds tracked by Wall St. Rank hold DFAU as of Q2 2022.

  • Brown Brothers Harriman & Co reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2022 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 12,203 Dimensional US Core Equity Market ETF shares in Q2 2022, an estimated $385K.
  • Brown Brothers Harriman & Co first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's Dimensional US Core Equity Market ETF position peaked at $385K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2022.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2022, filed 11 Aug 2022.