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Column Capital Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Column Capital Advisors’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
2023
Q3 		$375K Buy
12,522
+7,456
+147% +$232K 0.06% 101
2023
Q2 		$157K Hold
5,066
– – 0.02% 162
2023
Q1 		$146K Hold
5,066
– – 0.02% 177
2022
Q4 		$137K Sell
5,066
-20,361
-80% -$553K 0.02% 169
2022
Q3 		$639K Buy
25,427
+20,367
+403% +$567K 0.13% 55
2022
Q2 		$134K Buy
+5,060
New +$145K 0.03% 153

Other funds holding DFAU

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Column Capital Advisors's DFAU Position: Q3 2023 in Review

Column Capital Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 147% in Q3 2023, buying an estimated $232K and bringing the position to 12,522 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #101.

Column Capital Advisors first reported a position in DFAU in Q2 2022 and has held it in 6 quarters since. The position peaked at $639K in Q3 2022. 321 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

  • Column Capital Advisors held 12,522 shares of Dimensional US Core Equity Market ETF worth $375K as of Q3 2023.
  • Column Capital Advisors bought 7,456 Dimensional US Core Equity Market ETF shares in Q3 2023, an estimated $232K.
  • Dimensional US Core Equity Market ETF made up 0.06% of Column Capital Advisors's portfolio in Q3 2023, its #101 holding.
  • Column Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 6 quarters since.
  • Column Capital Advisors's Dimensional US Core Equity Market ETF position peaked at $639K in Q3 2022.
  • 321 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.