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Prime Capital Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Prime Capital Investment 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
2023
Q2 		– Sell
-10,450
Closed -$301K – 771
2023
Q1 		$301K Buy
+10,450
New +$295K 0.01% 430

Other funds holding DFAU

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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 $381M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Prime Capital Investment Advisors's DFAU Position: Q2 2023 in Review

Prime Capital Investment Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2023, closing a stake of 10,450 shares — an estimated $301K sold.

Prime Capital Investment Advisors first reported a position in DFAU in Q1 2023 and held it in 1 quarter. The position peaked at $301K in Q1 2023. 323 funds tracked by Wall St. Rank hold DFAU as of Q2 2023.

  • Prime Capital Investment Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2023 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 10,450 Dimensional US Core Equity Market ETF shares in Q2 2023, an estimated $301K.
  • Prime Capital Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Dimensional US Core Equity Market ETF position peaked at $301K in Q1 2023.
  • 323 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.