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Mills Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Mills Wealth 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
-13,657
Closed -$454K – 56
2023
Q4 		$454K Buy
13,657
+19
+0.1% +$590 0.35% 32
2023
Q3 		$408K Sell
13,638
-29,411
-68% -$916K 0.33% 33
2023
Q2 		$1.33M Buy
43,049
+34
+0.1% +$997 1.01% 21
2023
Q1 		$1.24M Buy
43,015
+440
+1% +$12.4K 1% 22
2022
Q4 		$1.15M Buy
+42,575
New +$1.16M 1.04% 22

Other funds holding DFAU

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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 $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 $372M AUM 22.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 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 $18.5B AUM 19.51% 1-Year Est. Return

Mills Wealth Advisors's DFAU Position: Q1 2024 in Review

Mills Wealth Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2024, closing a stake of 13,657 shares — an estimated $454K sold.

Mills Wealth Advisors first reported a position in DFAU in Q4 2022 and held it in 5 quarters. The position peaked at $1.33M in Q2 2023. 377 funds tracked by Wall St. Rank hold DFAU as of Q1 2024.

  • Mills Wealth Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
  • Mills Wealth Advisors sold 13,657 Dimensional US Core Equity Market ETF shares in Q1 2024, an estimated $454K.
  • Mills Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and held it in 5 quarters.
  • Mills Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $1.33M in Q2 2023.
  • 377 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2024.

Based on Mills Wealth Advisors's 13F filing for Q1 2024, filed 3 Jul 2024.