CWM
DFAU icon

Curi Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-1,792
Closed -$47K – 316
2022
Q2 		$47K Buy
+1,792
New +$51.4K 0.01% 229

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Curi Wealth Management's DFAU Position: Q3 2022 in Review

Curi Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2022, closing a stake of 1,792 shares — an estimated $47K sold.

Curi Wealth Management first reported a position in DFAU in Q2 2022 and held it in 1 quarter. The position peaked at $47K in Q2 2022. 227 funds tracked by Wall St. Rank hold DFAU as of Q3 2022.

  • Curi Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,792 Dimensional US Core Equity Market ETF shares in Q3 2022, an estimated $47K.
  • Curi Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Dimensional US Core Equity Market ETF position peaked at $47K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.