DWM
DFAU icon

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

Drive 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
2023
Q1 		– Sell
-8,779
Closed -$237K – 300
2022
Q4 		$237K Hold
8,779
– – 0.12% 191
2022
Q3 		$221K Buy
8,779
+1,158
+15% +$32.2K 0.21% 130
2022
Q2 		$201K Sell
7,621
-771
-9% -$22.1K 0.18% 149
2022
Q1 		$265K Buy
+8,392
New +$261K 0.22% 120

Other funds holding DFAU

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
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 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
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Drive Wealth Management's DFAU Position: Q1 2023 in Review

Drive Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2023, closing a stake of 8,779 shares — an estimated $237K sold.

Drive Wealth Management first reported a position in DFAU in Q1 2022 and held it in 4 quarters. The position peaked at $265K in Q1 2022. 304 funds tracked by Wall St. Rank hold DFAU as of Q1 2023.

  • Drive Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2023 after selling out during the quarter.
  • Drive Wealth Management sold 8,779 Dimensional US Core Equity Market ETF shares in Q1 2023, an estimated $237K.
  • Drive Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and held it in 4 quarters.
  • Drive Wealth Management's Dimensional US Core Equity Market ETF position peaked at $265K in Q1 2022.
  • 304 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2023.

Based on Drive Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.