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First Personal Financial Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

First Personal Financial Services’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
Q3 		$142K Buy
+3,581
New +$137K 0.03% 139

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 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

First Personal Financial Services's DFAU Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q3 2024: 3,581 shares worth $142K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings.

396 funds tracked by Wall St. Rank hold DFAU as of Q3 2024.

  • First Personal Financial Services held 3,581 shares of Dimensional US Core Equity Market ETF worth $142K as of Q3 2024.
  • Dimensional US Core Equity Market ETF was a new First Personal Financial Services position in Q3 2024.
  • Dimensional US Core Equity Market ETF made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #139 holding.
  • 396 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.