CSWM
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Cassady Schiller Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cassady Schiller 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
2024
Q4 		$252K Hold
6,222
– – 0.09% 104
2024
Q3 		$247K Hold
6,222
– – 0.09% 109
2024
Q2 		$233K Hold
6,222
– – 0.09% 108
2024
Q1 		$227K Hold
6,222
– – 0.1% 108
2023
Q4 		$207K Hold
6,222
– – 0.1% 106
2023
Q3 		$186K Sell
6,222
-1,655
-21% -$51.5K 0.1% 106
2023
Q2 		$244K Hold
7,877
– – 0.13% 91
2023
Q1 		$227K Hold
7,877
– – 0.11% 96
2022
Q4 		$213K Buy
+7,877
New +$214K 0.13% 95
2022
Q3 		– Sell
-7,877
Closed -$208K – 106
2022
Q2 		$208K Sell
7,877
-7,579
-49% -$218K 0.11% 99
2022
Q1 		$487K Buy
+15,456
New +$480K 0.23% 62

Other funds holding DFAU

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 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 $18.5B AUM 19.51% 1-Year Est. Return

Cassady Schiller Wealth Management's DFAU Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q4 2024 at 6,222 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #104.

Cassady Schiller Wealth Management first reported a position in DFAU in Q1 2022 and has held it in 11 quarters since. The position peaked at $487K in Q1 2022. 463 funds tracked by Wall St. Rank hold DFAU as of Q4 2024.

  • Cassady Schiller Wealth Management held 6,222 shares of Dimensional US Core Equity Market ETF worth $252K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Dimensional US Core Equity Market ETF share count unchanged in Q4 2024.
  • Dimensional US Core Equity Market ETF made up 0.09% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #104 holding.
  • Cassady Schiller Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 11 quarters since.
  • Cassady Schiller Wealth Management's Dimensional US Core Equity Market ETF position peaked at $487K in Q1 2022.
  • 463 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.