LNC
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Lincoln National Corp’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Lincoln National Corp’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
Q1 		– Sell
-13,970
Closed -$377K – 1003
2022
Q4 		$377K Buy
13,970
+3,256
+30% +$88.5K 0.01% 617
2022
Q3 		$270K Buy
+10,714
New +$298K 0.01% 695

Other funds holding DFAU

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
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Lincoln National Corp's DFAU Position: Q1 2023 in Review

Lincoln National Corp sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2023, closing a stake of 13,970 shares — an estimated $377K sold.

Lincoln National Corp first reported a position in DFAU in Q3 2022 and held it in 2 quarters. The position peaked at $377K in Q4 2022. 304 funds tracked by Wall St. Rank hold DFAU as of Q1 2023.

  • Lincoln National Corp reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2023 after selling out during the quarter.
  • Lincoln National Corp sold 13,970 Dimensional US Core Equity Market ETF shares in Q1 2023, an estimated $377K.
  • Lincoln National Corp first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and held it in 2 quarters.
  • Lincoln National Corp's Dimensional US Core Equity Market ETF position peaked at $377K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2023.

Based on Lincoln National Corp's 13F filing for Q1 2023, filed 2 May 2023.