MSWM
DFAU icon

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

McGlone Suttner 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
2024
Q1 		– Sell
-3,600
Closed -$120K – 312
2023
Q4 		$120K Buy
+3,600
New +$112K 0.02% 193

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
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AF
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

McGlone Suttner Wealth Management's DFAU Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2024, closing a stake of 3,600 shares — an estimated $120K sold.

McGlone Suttner Wealth Management first reported a position in DFAU in Q4 2023 and held it in 1 quarter. The position peaked at $120K in Q4 2023. 378 funds tracked by Wall St. Rank hold DFAU as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 3,600 Dimensional US Core Equity Market ETF shares in Q1 2024, an estimated $120K.
  • McGlone Suttner Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Dimensional US Core Equity Market ETF position peaked at $120K in Q4 2023.
  • 378 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.