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Keudell/Morrison Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Keudell/Morrison Wealth Management’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
-1,457,954
Closed -$43.9M – 190
2021
Q3 		$43.9M Buy
+1,457,954
New +$45M 18.84% 1

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

Keudell/Morrison Wealth Management's DFAU Position: Q4 2021 in Review

Keudell/Morrison Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2021, closing a stake of 1,457,954 shares — an estimated $43.9M sold.

Keudell/Morrison Wealth Management first reported a position in DFAU in Q3 2021 and held it in 1 quarter. The position peaked at $43.9M in Q3 2021. 164 funds tracked by Wall St. Rank hold DFAU as of Q4 2021.

  • Keudell/Morrison Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 1,457,954 Dimensional US Core Equity Market ETF shares in Q4 2021, an estimated $43.9M.
  • Keudell/Morrison Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2021 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Dimensional US Core Equity Market ETF position peaked at $43.9M in Q3 2021.
  • 164 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.