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Cordasco Financial Network’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cordasco Financial Network’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
2022
Q2 		$1K Hold
50
– – ﹤0.01% 553
2022
Q1 		$2K Buy
+50
New +$1.55K ﹤0.01% 507

Other funds holding DFAU

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Cordasco Financial Network's DFAU Position: Q2 2022 in Review

Cordasco Financial Network held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2022 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Cordasco Financial Network first reported a position in DFAU in Q1 2022 and has held it in 2 quarters since. The position peaked at $2K in Q1 2022. 216 funds tracked by Wall St. Rank hold DFAU as of Q2 2022.

  • Cordasco Financial Network held 50 shares of Dimensional US Core Equity Market ETF worth $1K as of Q2 2022.
  • Cordasco Financial Network left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2022.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #553 holding.
  • Cordasco Financial Network first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 2 quarters since.
  • Cordasco Financial Network's Dimensional US Core Equity Market ETF position peaked at $2K in Q1 2022.
  • 216 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.