Five Oceans Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Five Oceans Advisors’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	-9,133	Closed	-$283K	–	151
2023 Q2	$283K	Sell	9,133 -5,546	-38%	-$163K	0.18%	101
2023 Q1	$422K	Sell	14,679 -64	-0.4%	-$1.81K	0.27%	80
2022 Q4	$398K	Sell	14,743 -69	-0.5%	-$1.88K	0.28%	82
2022 Q3	$373K	Sell	14,812 -5,177	-26%	-$144K	0.29%	74
2022 Q2	$528K	Buy	19,989 +13,382	+203%	+$384K	0.39%	56
2022 Q1	$208K	Buy	+6,607	New	+$205K	0.19%	107

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

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Five Oceans Advisors's DFAU Position: Q3 2023 in Review

Five Oceans Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2023, closing a stake of 9,133 shares — an estimated $283K sold.

Five Oceans Advisors first reported a position in DFAU in Q1 2022 and held it in 6 quarters. The position peaked at $528K in Q2 2022. 321 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

Five Oceans Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
Five Oceans Advisors sold 9,133 Dimensional US Core Equity Market ETF shares in Q3 2023, an estimated $283K.
Five Oceans Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and held it in 6 quarters.
Five Oceans Advisors's Dimensional US Core Equity Market ETF position peaked at $528K in Q2 2022.
321 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2023.

Based on Five Oceans Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.