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Hatton Consulting’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Hatton Consulting’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
2021
Q3 		$257K Buy
8,541
+23
+0.3% +$710 0.19% 36
2021
Q2 		$257K Buy
+8,518
New +$252K 0.2% 43

Other funds holding DFAU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return

Hatton Consulting's DFAU Position: Q3 2021 in Review

Hatton Consulting increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.27% in Q3 2021, buying an estimated $710 and bringing the position to 8,541 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #36.

Hatton Consulting first reported a position in DFAU in Q2 2021 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold DFAU as of Q3 2021.

  • Hatton Consulting held 8,541 shares of Dimensional US Core Equity Market ETF worth $257K as of Q3 2021.
  • Hatton Consulting bought 23 Dimensional US Core Equity Market ETF shares in Q3 2021, an estimated $710.
  • Dimensional US Core Equity Market ETF made up 0.19% of Hatton Consulting's portfolio in Q3 2021, its #36 holding.
  • Hatton Consulting first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.