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Parametric Portfolio Associates’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Parametric Portfolio 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
2022
Q1 		$4.27M Sell
135,354
-50,462
-27% -$1.57M ﹤0.01% 1962
2021
Q4 		$6.13M Buy
185,816
+17,484
+10% +$561K ﹤0.01% 1715
2021
Q3 		$5.07M Buy
+168,332
New +$5.2M ﹤0.01% 1816

Other funds holding DFAU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Parametric Portfolio Associates's DFAU Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 27% in Q1 2022, selling an estimated $1.57M and leaving 135,354 shares worth $4.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Parametric Portfolio Associates first reported a position in DFAU in Q3 2021 and has held it in 3 quarters since. The position peaked at $6.13M in Q4 2021. 187 funds tracked by Wall St. Rank hold DFAU as of Q1 2022.

  • Parametric Portfolio Associates held 135,354 shares of Dimensional US Core Equity Market ETF worth $4.27M as of Q1 2022.
  • Parametric Portfolio Associates sold 50,462 Dimensional US Core Equity Market ETF shares in Q1 2022, an estimated $1.57M.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1962 holding.
  • Parametric Portfolio Associates first reported a position in Dimensional US Core Equity Market ETF in Q3 2021 and has held it in 3 quarters since.
  • Parametric Portfolio Associates's Dimensional US Core Equity Market ETF position peaked at $6.13M in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.