PEA
DFAU icon

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

Park Edge 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
2024
Q1 		– Sell
-7,172
Closed -$238K – 128
2023
Q4 		$238K Sell
7,172
-697
-9% -$21.6K 0.08% 101
2023
Q3 		$236K Sell
7,869
-2,031
-21% -$63.2K 0.08% 96
2023
Q2 		$307K Hold
9,900
– – 0.1% 82
2023
Q1 		$285K Hold
9,900
– – 0.11% 81
2022
Q4 		$267K Buy
+9,900
New +$269K 0.12% 79

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
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Park Edge Advisors's DFAU Position: Q1 2024 in Review

Park Edge Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2024, closing a stake of 7,172 shares — an estimated $238K sold.

Park Edge Advisors first reported a position in DFAU in Q4 2022 and held it in 5 quarters. The position peaked at $307K in Q2 2023. 378 funds tracked by Wall St. Rank hold DFAU as of Q1 2024.

  • Park Edge Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
  • Park Edge Advisors sold 7,172 Dimensional US Core Equity Market ETF shares in Q1 2024, an estimated $238K.
  • Park Edge Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and held it in 5 quarters.
  • Park Edge Advisors's Dimensional US Core Equity Market ETF position peaked at $307K in Q2 2023.
  • 378 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2024.

Based on Park Edge Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.