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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

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
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Parsec Financial Management's DFAU Position: Q1 2023 in Review

Parsec Financial Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 12% in Q1 2023, buying an estimated $12.9M and bringing the position to 4,151,665 shares worth $119M. The position accounts for 5.03% of the portfolio, ranked #2.

Parsec Financial Management first reported a position in DFAU in Q2 2021 and has held it in 8 quarters since. 304 funds tracked by Wall St. Rank hold DFAU as of Q1 2023.

  • Parsec Financial Management held 4,151,665 shares of Dimensional US Core Equity Market ETF worth $119M as of Q1 2023.
  • Parsec Financial Management bought 455,142 Dimensional US Core Equity Market ETF shares in Q1 2023, an estimated $12.9M.
  • Dimensional US Core Equity Market ETF made up 5.03% of Parsec Financial Management's portfolio in Q1 2023, its #2 holding.
  • Parsec Financial Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 8 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.