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

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

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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

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

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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