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Integrated Advisors Network’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Integrated Advisors Network’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
-9,091
Closed -$282K – 669
2023
Q2 		$282K Sell
9,091
-7,027
-44% -$206K 0.02% 559
2023
Q1 		$464K Sell
16,118
-185
-1% -$5.23K 0.03% 451
2022
Q4 		$441K Sell
16,303
-1,386
-8% -$37.7K 0.03% 442
2022
Q3 		$445K Sell
17,689
-1,979
-10% -$55.1K 0.03% 420
2022
Q2 		$520K Sell
19,668
-928
-5% -$26.6K 0.03% 410
2022
Q1 		$649K Buy
20,596
+8,555
+71% +$266K 0.04% 376
2021
Q4 		$397K Sell
12,041
-410
-3% -$13.2K 0.02% 459
2021
Q3 		$375K Buy
12,451
+4,192
+51% +$129K 0.02% 464
2021
Q2 		$250K Buy
+8,259
New +$244K 0.02% 519

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
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
KA
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

Integrated Advisors Network's DFAU Position: Q3 2023 in Review

Integrated Advisors Network sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2023, closing a stake of 9,091 shares — an estimated $282K sold.

Integrated Advisors Network first reported a position in DFAU in Q2 2021 and held it in 9 quarters. The position peaked at $649K in Q1 2022. 321 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

  • Integrated Advisors Network reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • Integrated Advisors Network sold 9,091 Dimensional US Core Equity Market ETF shares in Q3 2023, an estimated $282K.
  • Integrated Advisors Network first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and held it in 9 quarters.
  • Integrated Advisors Network's Dimensional US Core Equity Market ETF position peaked at $649K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2023.

Based on Integrated Advisors Network's 13F filing for Q3 2023, filed 16 Nov 2023.