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

FirstPurpose 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
Q1 		$39.2M Buy
1,094,777
+27,091
+3% +$938K 14.24% 1
2023
Q4 		$35.5M Buy
1,067,686
+93,486
+10% +$2.9M 13.52% 1
2023
Q3 		$29.2M Buy
974,200
+49,855
+5% +$1.55M 12.6% 1
2023
Q2 		$28.6M Buy
924,345
+162,474
+21% +$4.76M 12.26% 2
2023
Q1 		$21.9M Buy
761,871
+109,167
+17% +$3.09M 10.8% 2
2022
Q4 		$17.6M Buy
652,704
+100,866
+18% +$2.74M 9.85% 2
2022
Q3 		$13.9M Buy
551,838
+50,446
+10% +$1.4M 9.14% 2
2022
Q2 		$13.3M Buy
501,392
+91,798
+22% +$2.64M 8.91% 2
2022
Q1 		$12.9M Buy
409,594
+132,530
+48% +$4.12M 10.07% 1
2021
Q4 		$9.14M Buy
+277,064
New +$8.89M 5.74% 3

Other funds holding DFAU

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
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FirstPurpose Wealth's DFAU Position: Q1 2024 in Review

FirstPurpose Wealth increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.5% in Q1 2024, buying an estimated $938K and bringing the position to 1,094,777 shares worth $39.2M. The position accounts for 14.24% of the portfolio, ranked #1.

FirstPurpose Wealth first reported a position in DFAU in Q4 2021 and has held it in 10 quarters since. 378 funds tracked by Wall St. Rank hold DFAU as of Q1 2024.

  • FirstPurpose Wealth held 1,094,777 shares of Dimensional US Core Equity Market ETF worth $39.2M as of Q1 2024.
  • FirstPurpose Wealth bought 27,091 Dimensional US Core Equity Market ETF shares in Q1 2024, an estimated $938K.
  • Dimensional US Core Equity Market ETF made up 14.24% of FirstPurpose Wealth's portfolio in Q1 2024, its #1 holding.
  • FirstPurpose Wealth first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 10 quarters since.
  • 378 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.