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Heritage Financial Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Heritage Financial Services’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
Q4 		– Sell
-51,125
Closed -$1.28M – 75
2022
Q3 		$1.28M Buy
+51,125
New +$1.42M 0.78% 15

Other funds holding DFAU

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Heritage Financial Services's DFAU Position: Q4 2022 in Review

Heritage Financial Services sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2022, closing a stake of 51,125 shares — an estimated $1.28M sold.

Heritage Financial Services first reported a position in DFAU in Q3 2022 and held it in 1 quarter. The position peaked at $1.28M in Q3 2022. 284 funds tracked by Wall St. Rank hold DFAU as of Q4 2022.

  • Heritage Financial Services reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Financial Services sold 51,125 Dimensional US Core Equity Market ETF shares in Q4 2022, an estimated $1.28M.
  • Heritage Financial Services first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and held it in 1 quarter.
  • Heritage Financial Services's Dimensional US Core Equity Market ETF position peaked at $1.28M in Q3 2022.
  • 284 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2022.

Based on Heritage Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.