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DiNuzzo Private Wealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

DiNuzzo Private Wealth’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 		– Sell
-1,826
Closed -$72.5K – 1426
2024
Q3 		$72.5K Buy
+1,826
New +$69.7K 0.01% 118

Other funds holding DFAU

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 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 $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 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 $21.5B AUM 26.98% 1-Year Est. Return

DiNuzzo Private Wealth's DFAU Position: Q4 2024 in Review

DiNuzzo Private Wealth sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2024, closing a stake of 1,826 shares — an estimated $72.5K sold.

DiNuzzo Private Wealth first reported a position in DFAU in Q3 2024 and held it in 1 quarter. The position peaked at $72.5K in Q3 2024. 464 funds tracked by Wall St. Rank hold DFAU as of Q4 2024.

  • DiNuzzo Private Wealth reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 1,826 Dimensional US Core Equity Market ETF shares in Q4 2024, an estimated $72.5K.
  • DiNuzzo Private Wealth first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and held it in 1 quarter.
  • DiNuzzo Private Wealth's Dimensional US Core Equity Market ETF position peaked at $72.5K in Q3 2024.
  • 464 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.