NFG
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Next Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Next Financial Group’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
2021
Q4 		$104K Buy
3,150
+2,350
+294% +$75.4K 0.01% 1141
2021
Q3 		$24K Buy
800
+300
+60% +$9.26K ﹤0.01% 1727
2021
Q2 		$15K Hold
500
– – ﹤0.01% 1851
2021
Q1 		$14K Buy
+500
New +$13.7K ﹤0.01% 1759

Other funds holding DFAU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Financial Group's DFAU Position: Q4 2021 in Review

Next Financial Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 294% in Q4 2021, buying an estimated $75.4K and bringing the position to 3,150 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #1141.

Next Financial Group first reported a position in DFAU in Q1 2021 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold DFAU as of Q4 2021.

  • Next Financial Group held 3,150 shares of Dimensional US Core Equity Market ETF worth $104K as of Q4 2021.
  • Next Financial Group bought 2,350 Dimensional US Core Equity Market ETF shares in Q4 2021, an estimated $75.4K.
  • Dimensional US Core Equity Market ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1141 holding.
  • Next Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.