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Montag & Associates’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Montag & Associates’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
Q3 		– Sell
-1,135
Closed -$42.6K – 1034
2024
Q2 		$42.6K Buy
1,135
+135
+14% +$4.91K ﹤0.01% 613
2024
Q1 		$36.5K Buy
+1,000
New +$34.6K ﹤0.01% 629

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 $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 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

Montag & Associates's DFAU Position: Q3 2024 in Review

Montag & Associates sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2024, closing a stake of 1,135 shares — an estimated $42.6K sold.

Montag & Associates first reported a position in DFAU in Q1 2024 and held it in 2 quarters. The position peaked at $42.6K in Q2 2024. 398 funds tracked by Wall St. Rank hold DFAU as of Q3 2024.

  • Montag & Associates reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2024 after selling out during the quarter.
  • Montag & Associates sold 1,135 Dimensional US Core Equity Market ETF shares in Q3 2024, an estimated $42.6K.
  • Montag & Associates first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and held it in 2 quarters.
  • Montag & Associates's Dimensional US Core Equity Market ETF position peaked at $42.6K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2024.

Based on Montag & Associates's 13F filing for Q3 2024, filed 5 Nov 2024.