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Carroll Financial Associates’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Carroll Financial 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
2021
Q4 		– Sell
-139
Closed -$4K – 1676
2021
Q3 		$4K Buy
+139
New +$4.29K ﹤0.01% 1410

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UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
PFM
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AWA
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SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AF
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EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carroll Financial Associates's DFAU Position: Q4 2021 in Review

Carroll Financial Associates sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2021, closing a stake of 139 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in DFAU in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 164 funds tracked by Wall St. Rank hold DFAU as of Q4 2021.

  • Carroll Financial Associates reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 139 Dimensional US Core Equity Market ETF shares in Q4 2021, an estimated $4K.
  • Carroll Financial Associates first reported a position in Dimensional US Core Equity Market ETF in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Dimensional US Core Equity Market ETF position peaked at $4K in Q3 2021.
  • 164 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.