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

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return