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Coppell Advisory Solutions Corp’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-8,088
Closed -$219K – 411
2022
Q4 		$219K Buy
+8,088
New +$220K 0.07% 159

Other funds holding DFAU

PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 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 $21.5B AUM 26.98% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Coppell Advisory Solutions Corp's DFAU Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2023, closing a stake of 8,088 shares — an estimated $219K sold.

Coppell Advisory Solutions Corp first reported a position in DFAU in Q4 2022 and held it in 1 quarter. The position peaked at $219K in Q4 2022. 304 funds tracked by Wall St. Rank hold DFAU as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 8,088 Dimensional US Core Equity Market ETF shares in Q1 2023, an estimated $219K.
  • Coppell Advisory Solutions Corp first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Dimensional US Core Equity Market ETF position peaked at $219K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.