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Planning Center Inc’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Planning Center Inc’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 		– Sell
-16,461
Closed -$445K – 67
2022
Q4 		$445K Buy
+16,461
New +$447K 0.14% 38

Other funds holding DFAU

PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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
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

Planning Center Inc's DFAU Position: Q1 2023 in Review

Planning Center Inc sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2023, closing a stake of 16,461 shares — an estimated $445K sold.

Planning Center Inc first reported a position in DFAU in Q4 2022 and held it in 1 quarter. The position peaked at $445K in Q4 2022. 304 funds tracked by Wall St. Rank hold DFAU as of Q1 2023.

  • Planning Center Inc reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2023 after selling out during the quarter.
  • Planning Center Inc sold 16,461 Dimensional US Core Equity Market ETF shares in Q1 2023, an estimated $445K.
  • Planning Center Inc first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and held it in 1 quarter.
  • Planning Center Inc's Dimensional US Core Equity Market ETF position peaked at $445K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2023.

Based on Planning Center Inc's 13F filing for Q1 2023, filed 17 Apr 2023.