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L & S Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

L & S Advisors’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
Q2 		– Sell
-51,637
Closed -$1.49M – 315
2023
Q1 		$1.49M Buy
+51,637
New +$1.46M 0.21% 116

Other funds holding DFAU

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
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

L & S Advisors's DFAU Position: Q2 2023 in Review

L & S Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2023, closing a stake of 51,637 shares — an estimated $1.49M sold.

L & S Advisors first reported a position in DFAU in Q1 2023 and held it in 1 quarter. The position peaked at $1.49M in Q1 2023. 323 funds tracked by Wall St. Rank hold DFAU as of Q2 2023.

  • L & S Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2023 after selling out during the quarter.
  • L & S Advisors sold 51,637 Dimensional US Core Equity Market ETF shares in Q2 2023, an estimated $1.49M.
  • L & S Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and held it in 1 quarter.
  • L & S Advisors's Dimensional US Core Equity Market ETF position peaked at $1.49M in Q1 2023.
  • 323 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2023.

Based on L & S Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.