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

Disciplined 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
-878
Closed -$27.2K – 473
2023
Q2 		$27.2K Hold
878
– – 0.01% 259
2023
Q1 		$25.3K Buy
878
+179
+26% +$5.06K 0.01% 291
2022
Q4 		$18.9K Hold
699
– – 0.01% 287
2022
Q3 		$18K Hold
699
– – 0.01% 315
2022
Q2 		$18K Hold
699
– – 0.01% 327
2022
Q1 		$22K Hold
699
– – 0.01% 318
2021
Q4 		$23K Buy
699
+613
+713% +$19.7K 0.01% 291
2021
Q3 		$3K Hold
86
– – ﹤0.01% 367
2021
Q2 		$3K Buy
+86
New +$2.54K ﹤0.01% 357

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 $9.37B AUM 23.82% 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 $436M AUM 20.64% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 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 $21.5B AUM 26.98% 1-Year Est. Return

Disciplined Investments's DFAU Position: Q3 2023 in Review

Disciplined Investments sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2023, closing a stake of 878 shares — an estimated $27.2K sold.

Disciplined Investments first reported a position in DFAU in Q2 2021 and held it in 9 quarters. The position peaked at $27.2K in Q2 2023. 321 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

  • Disciplined Investments reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 878 Dimensional US Core Equity Market ETF shares in Q3 2023, an estimated $27.2K.
  • Disciplined Investments first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and held it in 9 quarters.
  • Disciplined Investments's Dimensional US Core Equity Market ETF position peaked at $27.2K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.