McClarren Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

McClarren Financial Advisors’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 Q1	–	Sell	-3,110	Closed	-$103K	–	366
2023 Q4	$103K	Buy	3,110 +13	+0.4%	+$404	0.08%	105
2023 Q3	$92K	Buy	3,097 +11	+0.4%	+$342	0.08%	106
2023 Q2	$95K	Buy	3,086 +11	+0.4%	+$323	0.08%	105
2023 Q1	$88K	Buy	3,075 +9	+0.3%	+$254	0.08%	107
2022 Q4	$82K	Buy	3,066 +13	+0.4%	+$353	0.08%	115
2022 Q3	$76K	Buy	+3,053	New	+$85K	0.08%	102

Other funds holding DFAU

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

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWP

Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return

SIG

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

BSW

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

McClarren Financial Advisors's DFAU Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2024, closing a stake of 3,110 shares — an estimated $103K sold.

McClarren Financial Advisors first reported a position in DFAU in Q3 2022 and held it in 6 quarters. The position peaked at $103K in Q4 2023. 378 funds tracked by Wall St. Rank hold DFAU as of Q1 2024.

McClarren Financial Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
McClarren Financial Advisors sold 3,110 Dimensional US Core Equity Market ETF shares in Q1 2024, an estimated $103K.
McClarren Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and held it in 6 quarters.
McClarren Financial Advisors's Dimensional US Core Equity Market ETF position peaked at $103K in Q4 2023.
378 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.