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Cetera Advisor Networks’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cetera Advisor Networks’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
Q1 		$5.44M Buy
148,878
+10,910
+8% +$378K 0.03% 600
2023
Q4 		$4.59M Buy
137,968
+125
+0.1% +$3.88K 0.03% 612
2023
Q3 		$4.13M Buy
137,843
+1,387
+1% +$43.2K 0.03% 599
2023
Q2 		$4.23M Buy
136,456
+4,253
+3% +$125K 0.03% 560
2023
Q1 		$3.8M Buy
132,203
+1,229
+0.9% +$34.7K 0.03% 592
2022
Q4 		$3.54M Buy
130,974
+331
+0.3% +$9K 0.03% 578
2022
Q3 		$3.29M Sell
130,643
-838
-0.6% -$23.3K 0.04% 426
2022
Q2 		$3.48M Sell
131,481
-20,934
-14% -$601K 0.04% 403
2022
Q1 		$4.8M Buy
152,415
+544
+0.4% +$16.9K 0.06% 324
2021
Q4 		$5.01M Buy
151,871
+1,479
+1% +$47.5K 0.06% 302
2021
Q3 		$4.53M Buy
150,392
+110,614
+278% +$3.41M 0.06% 303
2021
Q2 		$1.2M Buy
39,778
+2,709
+7% +$80.1K 0.02% 740
2021
Q1 		$1.04M Buy
37,069
+18,036
+95% +$494K 0.02% 573
2020
Q4 		$500K Buy
+19,033
New +$488K 0.01% 789

Other funds holding DFAU

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cetera Advisor Networks's DFAU Position: Q1 2024 in Review

Cetera Advisor Networks increased its Dimensional US Core Equity Market ETF (DFAU) stake by 7.9% in Q1 2024, buying an estimated $378K and bringing the position to 148,878 shares worth $5.44M. The position accounts for 0.03% of the portfolio, ranked #600.

Cetera Advisor Networks first reported a position in DFAU in Q4 2020 and has held it in 14 quarters since. 378 funds tracked by Wall St. Rank hold DFAU as of Q1 2024.

  • Cetera Advisor Networks held 148,878 shares of Dimensional US Core Equity Market ETF worth $5.44M as of Q1 2024.
  • Cetera Advisor Networks bought 10,910 Dimensional US Core Equity Market ETF shares in Q1 2024, an estimated $378K.
  • Dimensional US Core Equity Market ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #600 holding.
  • Cetera Advisor Networks first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 14 quarters since.
  • 378 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.