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

Copperleaf Capital’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 		– Sell
-15,308
Closed -$474K – 80
2023
Q2 		$474K Buy
+15,308
New +$449K 0.44% 47

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

Copperleaf Capital's DFAU Position: Q3 2023 in Review

Copperleaf Capital sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2023, closing a stake of 15,308 shares — an estimated $474K sold.

Copperleaf Capital first reported a position in DFAU in Q2 2023 and held it in 1 quarter. The position peaked at $474K in Q2 2023. 321 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

  • Copperleaf Capital reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • Copperleaf Capital sold 15,308 Dimensional US Core Equity Market ETF shares in Q3 2023, an estimated $474K.
  • Copperleaf Capital first reported a position in Dimensional US Core Equity Market ETF in Q2 2023 and held it in 1 quarter.
  • Copperleaf Capital's Dimensional US Core Equity Market ETF position peaked at $474K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2023.

Based on Copperleaf Capital's 13F filing for Q3 2023, filed 14 Nov 2023.