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Madrona Financial Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Madrona Financial Services’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
2024
Q2 		– Sell
-8,331
Closed -$304K – 104
2024
Q1 		$304K Sell
8,331
-62
-0.7% -$2.15K 0.11% 65
2023
Q4 		$279K Buy
8,393
+15
+0.2% +$466 0.11% 68
2023
Q3 		$251K Sell
8,378
-31
-0.4% -$965 0.11% 83
2023
Q2 		$261K Buy
8,409
+14
+0.2% +$411 0.13% 80
2023
Q1 		$242K Buy
8,395
+14
+0.2% +$396 0.13% 75
2022
Q4 		$226K Buy
8,381
+20
+0.2% +$544 0.13% 68
2022
Q3 		$210K Buy
8,361
+33
+0.4% +$919 0.13% 68
2022
Q2 		$220K Buy
+8,328
New +$239K 0.13% 72

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Madrona Financial Services's DFAU Position: Q2 2024 in Review

Madrona Financial Services sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2024, closing a stake of 8,331 shares — an estimated $304K sold.

Madrona Financial Services first reported a position in DFAU in Q2 2022 and held it in 8 quarters. The position peaked at $304K in Q1 2024. 385 funds tracked by Wall St. Rank hold DFAU as of Q2 2024.

  • Madrona Financial Services reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
  • Madrona Financial Services sold 8,331 Dimensional US Core Equity Market ETF shares in Q2 2024, an estimated $304K.
  • Madrona Financial Services first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and held it in 8 quarters.
  • Madrona Financial Services's Dimensional US Core Equity Market ETF position peaked at $304K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2024.

Based on Madrona Financial Services's 13F filing for Q2 2024, filed 19 Jul 2024.