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

Focused 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
Q4 		– Sell
-993
Closed -$29.7K – 1042
2023
Q3 		$29.7K Buy
+993
New +$30.9K 0.01% 360

Other funds holding DFAU

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
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Focused Wealth Management's DFAU Position: Q4 2023 in Review

Focused Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2023, closing a stake of 993 shares — an estimated $29.7K sold.

Focused Wealth Management first reported a position in DFAU in Q3 2023 and held it in 1 quarter. The position peaked at $29.7K in Q3 2023. 373 funds tracked by Wall St. Rank hold DFAU as of Q4 2023.

  • Focused Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 993 Dimensional US Core Equity Market ETF shares in Q4 2023, an estimated $29.7K.
  • Focused Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and held it in 1 quarter.
  • Focused Wealth Management's Dimensional US Core Equity Market ETF position peaked at $29.7K in Q3 2023.
  • 373 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.