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

Mutual 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
Q4 		– Sell
-17,910
Closed -$536K – 1020
2023
Q3 		$536K Hold
17,910
– – 0.02% 604
2023
Q2 		$555K Buy
17,910
+6,581
+58% +$193K 0.02% 605
2023
Q1 		$326K Buy
11,329
+3,507
+45% +$99.1K 0.01% 752
2022
Q4 		$211K Buy
+7,822
New +$213K 0.01% 857
2022
Q2 		– Sell
-28,493
Closed -$898K – 860
2022
Q1 		$898K Buy
+28,493
New +$885K 0.05% 409

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Mutual Advisors's DFAU Position: Q4 2023 in Review

Mutual Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2023, closing a stake of 17,910 shares — an estimated $536K sold.

Mutual Advisors first reported a position in DFAU in Q1 2022 and held it in 5 quarters. The position peaked at $898K in Q1 2022. 373 funds tracked by Wall St. Rank hold DFAU as of Q4 2023.

  • Mutual Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2023 after selling out during the quarter.
  • Mutual Advisors sold 17,910 Dimensional US Core Equity Market ETF shares in Q4 2023, an estimated $536K.
  • Mutual Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and held it in 5 quarters.
  • Mutual Advisors's Dimensional US Core Equity Market ETF position peaked at $898K in Q1 2022.
  • 373 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.