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DFPG Investments’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

DFPG Investments’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
-10,800
Closed -$345K – 590
2023
Q2 		$345K Sell
10,800
-667
-6% -$19.6K 0.03% 447
2023
Q1 		$330K Buy
11,467
+22
+0.2% +$622 0.04% 412
2022
Q4 		$321K Buy
11,445
+605
+6% +$16.4K 0.05% 339
2022
Q3 		$286K Buy
+10,840
New +$302K 0.12% 130

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 $8.34B AUM 19.68% 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 $381M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 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 $18.5B AUM 19.51% 1-Year Est. Return

DFPG Investments's DFAU Position: Q3 2023 in Review

DFPG Investments sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2023, closing a stake of 10,800 shares — an estimated $345K sold.

DFPG Investments first reported a position in DFAU in Q3 2022 and held it in 4 quarters. The position peaked at $345K in Q2 2023. 321 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

  • DFPG Investments reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 10,800 Dimensional US Core Equity Market ETF shares in Q3 2023, an estimated $345K.
  • DFPG Investments first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and held it in 4 quarters.
  • DFPG Investments's Dimensional US Core Equity Market ETF position peaked at $345K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.