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Laurel Wealth Advisors (California)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$2.3M Buy
85,280
+38,249
+81% +$1.04M 0.23% 102
2022
Q3 		$1.18M Buy
47,031
+7,174
+18% +$200K 0.13% 179
2022
Q2 		$1.05M Buy
39,857
+130
+0.3% +$3.73K 0.11% 209
2022
Q1 		$1.25M Sell
39,727
-652
-2% -$20.3K 0.1% 209
2021
Q4 		$1.33M Buy
40,379
+152
+0.4% +$4.88K 0.1% 202
2021
Q3 		$1.21M Buy
40,227
+105
+0.3% +$3.24K 0.22% 106
2021
Q2 		$1.21M Buy
40,122
+30,611
+322% +$905K 0.16% 149
2021
Q1 		$268K Buy
+9,511
New +$261K 0.04% 378

Other funds holding DFAU

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DFAU Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Dimensional US Core Equity Market ETF (DFAU) stake by 81% in Q4 2022, buying an estimated $1.04M and bringing the position to 85,280 shares worth $2.3M. The position accounts for 0.23% of the portfolio, ranked #102.

Laurel Wealth Advisors (California) first reported a position in DFAU in Q1 2021 and has held it in 8 quarters since. 284 funds tracked by Wall St. Rank hold DFAU as of Q4 2022.

  • Laurel Wealth Advisors (California) held 85,280 shares of Dimensional US Core Equity Market ETF worth $2.3M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 38,249 Dimensional US Core Equity Market ETF shares in Q4 2022, an estimated $1.04M.
  • Dimensional US Core Equity Market ETF made up 0.23% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #102 holding.
  • Laurel Wealth Advisors (California) first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 8 quarters since.
  • 284 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.