LWM
DFAU icon

LJI Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

LJI 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
2023
Q3 		– Sell
-57,657
Closed -$60K – 169
2023
Q2 		$60K Buy
+57,657
New +$1.69M 0.02% 173

Other funds holding DFAU

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
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

LJI Wealth Management's DFAU Position: Q3 2023 in Review

LJI Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2023, closing a stake of 57,657 shares — an estimated $60K sold.

LJI Wealth Management first reported a position in DFAU in Q2 2023 and held it in 1 quarter. The position peaked at $60K in Q2 2023. 321 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

  • LJI Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • LJI Wealth Management sold 57,657 Dimensional US Core Equity Market ETF shares in Q3 2023, an estimated $60K.
  • LJI Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2023 and held it in 1 quarter.
  • LJI Wealth Management's Dimensional US Core Equity Market ETF position peaked at $60K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.