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Capital Financial Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Capital Financial Services’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
Q4 		$741K Buy
27,416
+6,665
+32% +$181K 1.02% 34
2022
Q3 		$522K Buy
+20,751
New +$578K 0.77% 40

Other funds holding DFAU

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
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 $381M AUM 17.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Capital Financial Services's DFAU Position: Q4 2022 in Review

Capital Financial Services increased its Dimensional US Core Equity Market ETF (DFAU) stake by 32% in Q4 2022, buying an estimated $181K and bringing the position to 27,416 shares worth $741K. The position accounts for 1.02% of the portfolio, ranked #34.

Capital Financial Services first reported a position in DFAU in Q3 2022 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold DFAU as of Q4 2022.

  • Capital Financial Services held 27,416 shares of Dimensional US Core Equity Market ETF worth $741K as of Q4 2022.
  • Capital Financial Services bought 6,665 Dimensional US Core Equity Market ETF shares in Q4 2022, an estimated $181K.
  • Dimensional US Core Equity Market ETF made up 1.02% of Capital Financial Services's portfolio in Q4 2022, its #34 holding.
  • Capital Financial Services first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.