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

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

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

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

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

Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

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

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

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