Parsec Financial Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Parsec Financial 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
2023 Q1	$119M	Buy	4,151,665 +455,142	+12%	+$12.9M	5.03%	2
2022 Q4	$99.9M	Buy	3,696,523 +301,045	+9%	+$8.18M	4.44%	2
2022 Q3	$85.4M	Buy	3,395,478 +691,719	+26%	+$19.3M	4.27%	3
2022 Q2	$71.5M	Buy	2,703,759 +550,851	+26%	+$15.8M	3.47%	4
2022 Q1	$67.9M	Buy	2,152,908 +437,827	+26%	+$13.6M	2.88%	5
2021 Q4	$56.6M	Buy	1,715,081 +239,593	+16%	+$7.69M	2.34%	7
2021 Q3	$48.5M	Buy	1,475,488 +636,257	+76%	+$19.6M	2.06%	8
2021 Q2	$25.4M	Buy	+839,231	New	+$24.8M	1.19%	28

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

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

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

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

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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