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DFAU icon

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

Ironwood Financial’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
Q4 		– Sell
-1,190
Closed -$36K – 216
2021
Q3 		$36K Hold
1,190
– – 0.01% 222
2021
Q2 		$36K Buy
+1,190
New +$35.2K 0.01% 217

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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ironwood Financial's DFAU Position: Q4 2021 in Review

Ironwood Financial sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2021, closing a stake of 1,190 shares — an estimated $36K sold.

Ironwood Financial first reported a position in DFAU in Q2 2021 and held it in 2 quarters. The position peaked at $36K in Q3 2021. 165 funds tracked by Wall St. Rank hold DFAU as of Q4 2021.

  • Ironwood Financial reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 1,190 Dimensional US Core Equity Market ETF shares in Q4 2021, an estimated $36K.
  • Ironwood Financial first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and held it in 2 quarters.
  • Ironwood Financial's Dimensional US Core Equity Market ETF position peaked at $36K in Q3 2021.
  • 165 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.