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Oakwood Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Oakwood Capital Management’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
Q2 		$22.5M Buy
743,883
+36,258
+5% +$1.07M 5.8% 2
2021
Q1 		$19.9M Buy
707,625
+1,771
+0.3% +$48.5K 5.88% 2
2020
Q4 		$18.6M Buy
+705,854
New +$18.1M 5.66% 3

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

Oakwood Capital Management's DFAU Position: Q2 2021 in Review

Oakwood Capital Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.1% in Q2 2021, buying an estimated $1.07M and bringing the position to 743,883 shares worth $22.5M. The position accounts for 5.8% of the portfolio, ranked #2.

Oakwood Capital Management first reported a position in DFAU in Q4 2020 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold DFAU as of Q2 2021.

  • Oakwood Capital Management held 743,883 shares of Dimensional US Core Equity Market ETF worth $22.5M as of Q2 2021.
  • Oakwood Capital Management bought 36,258 Dimensional US Core Equity Market ETF shares in Q2 2021, an estimated $1.07M.
  • Dimensional US Core Equity Market ETF made up 5.8% of Oakwood Capital Management's portfolio in Q2 2021, its #2 holding.
  • Oakwood Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2021.

Based on Oakwood Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.