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Portfolio Strategies’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Portfolio Strategies’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
Q2 		– Sell
-142,252
Closed -$5.2M – 52
2024
Q1 		$5.2M Buy
+142,252
New +$4.93M 0.35% 38

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Portfolio Strategies's DFAU Position: Q2 2024 in Review

Portfolio Strategies sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2024, closing a stake of 142,252 shares — an estimated $5.2M sold.

Portfolio Strategies first reported a position in DFAU in Q1 2024 and held it in 1 quarter. The position peaked at $5.2M in Q1 2024. 386 funds tracked by Wall St. Rank hold DFAU as of Q2 2024.

  • Portfolio Strategies reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 142,252 Dimensional US Core Equity Market ETF shares in Q2 2024, an estimated $5.2M.
  • Portfolio Strategies first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and held it in 1 quarter.
  • Portfolio Strategies's Dimensional US Core Equity Market ETF position peaked at $5.2M in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.