CIBC World Market
DFAU icon

CIBC World Market’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

CIBC World Market’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 		– Sell
-10,700
Closed -$425K – 1368
2024
Q3 		$425K Hold
10,700
– – ﹤0.01% 1047
2024
Q2 		$401K Hold
10,700
– – ﹤0.01% 1022
2024
Q1 		$391K Hold
10,700
– – ﹤0.01% 1052
2023
Q4 		$356K Hold
10,700
– – ﹤0.01% 1019
2023
Q3 		$320K Hold
10,700
– – ﹤0.01% 1013
2023
Q2 		$332K Buy
10,700
+940
+10% +$27.6K ﹤0.01% 1016
2023
Q1 		$281K Sell
9,760
-70
-0.7% -$1.98K ﹤0.01% 1065
2022
Q4 		$266K Buy
+9,830
New +$267K ﹤0.01% 1099
2022
Q2 		– Sell
-6,755
Closed -$213K – 1298
2022
Q1 		$213K Sell
6,755
-4,125
-38% -$128K ﹤0.01% 1189
2021
Q4 		$359K Sell
10,880
-125
-1% -$4.01K ﹤0.01% 1076
2021
Q3 		$332K Hold
11,005
– – ﹤0.01% 1098
2021
Q2 		$332K Sell
11,005
-800
-7% -$23.6K ﹤0.01% 1120
2021
Q1 		$333K Buy
+11,805
New +$324K ﹤0.01% 1067

Other funds holding DFAU

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 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 $380M 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 $24.6B 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 $335M AUM 19.38% 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