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

Criterion 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
2024
Q4 		$212K Hold
5,660
– – 0.13% 74
2024
Q3 		$212K Hold
5,660
– – 0.13% 74
2024
Q2 		$212K Hold
5,660
– – 0.13% 74
2024
Q1 		$207K Sell
5,660
-340
-6% -$11.8K 0.14% 73
2023
Q4 		$200K Buy
+6,000
New +$186K 0.14% 77

Other funds holding DFAU

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 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 $18.5B AUM 19.51% 1-Year Est. Return

Criterion Capital Advisors's DFAU Position: Q4 2024 in Review

Criterion Capital Advisors held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q4 2024 at 5,660 shares worth $212K. The position accounts for 0.13% of the portfolio, ranked #74.

Criterion Capital Advisors first reported a position in DFAU in Q4 2023 and has held it in 5 quarters since. 463 funds tracked by Wall St. Rank hold DFAU as of Q4 2024.

  • Criterion Capital Advisors held 5,660 shares of Dimensional US Core Equity Market ETF worth $212K as of Q4 2024.
  • Criterion Capital Advisors left its Dimensional US Core Equity Market ETF share count unchanged in Q4 2024.
  • Dimensional US Core Equity Market ETF made up 0.13% of Criterion Capital Advisors's portfolio in Q4 2024, its #74 holding.
  • Criterion Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 5 quarters since.
  • 463 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.