Gemmer Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-6,833	Closed	-$215K	–	359
2022 Q1	$215K	Buy	6,833 +1,119	+20%	+$34.8K	0.03%	117
2021 Q4	$189K	Buy	5,714 +2,490	+77%	+$79.9K	0.02%	124
2021 Q3	$97K	Buy	3,224 +15	+0.5%	+$463	0.01%	160
2021 Q2	$97K	Buy	3,209 +18	+0.6%	+$532	0.01%	177
2021 Q1	$90K	Buy	3,191 +9	+0.3%	+$247	0.01%	170
2020 Q4	$84K	Buy	+3,182	New	+$81.6K	0.01%	163

Other funds holding DFAU

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return