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

Moss Adams 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
2023
Q2 		– Sell
-2,975
Closed -$85.6K – 146
2023
Q1 		$85.6K Buy
+2,975
New +$84.1K 0.03% 102

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 $17.9B AUM 21.2% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Moss Adams Wealth Advisors's DFAU Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2023, closing a stake of 2,975 shares — an estimated $85.6K sold.

Moss Adams Wealth Advisors first reported a position in DFAU in Q1 2023 and held it in 1 quarter. The position peaked at $85.6K in Q1 2023. 322 funds tracked by Wall St. Rank hold DFAU as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 2,975 Dimensional US Core Equity Market ETF shares in Q2 2023, an estimated $85.6K.
  • Moss Adams Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $85.6K in Q1 2023.
  • 322 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.