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Columbia Advisory Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Columbia Advisory Partners’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 		– Sell
-6,850
Closed -$228K – 56
2023
Q4 		$228K Buy
+6,850
New +$213K 0.23% 57

Other funds holding DFAU

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Sequoia Financial Advisors
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
Allworth Financial
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 $635M AUM 12.66% 1-Year Est. Return
Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Columbia Advisory Partners's DFAU Position: Q1 2024 in Review

Columbia Advisory Partners sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2024, closing a stake of 6,850 shares — an estimated $228K sold.

Columbia Advisory Partners first reported a position in DFAU in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 378 funds tracked by Wall St. Rank hold DFAU as of Q1 2024.

  • Columbia Advisory Partners reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
  • Columbia Advisory Partners sold 6,850 Dimensional US Core Equity Market ETF shares in Q1 2024, an estimated $228K.
  • Columbia Advisory Partners first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and held it in 1 quarter.
  • Columbia Advisory Partners's Dimensional US Core Equity Market ETF position peaked at $228K in Q4 2023.
  • 378 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2024.

Based on Columbia Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.