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Private Advisory Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Private Advisory Group’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
2025
Q1 		– Sell
-10,124
Closed -$410K – 211
2024
Q4 		$410K Buy
+10,124
New +$414K 0.05% 155

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Private Advisory Group's DFAU Position: Q1 2025 in Review

Private Advisory Group sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2025, closing a stake of 10,124 shares — an estimated $410K sold.

Private Advisory Group first reported a position in DFAU in Q4 2024 and held it in 1 quarter. The position peaked at $410K in Q4 2024. 477 funds tracked by Wall St. Rank hold DFAU as of Q1 2025.

  • Private Advisory Group reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • Private Advisory Group sold 10,124 Dimensional US Core Equity Market ETF shares in Q1 2025, an estimated $410K.
  • Private Advisory Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and held it in 1 quarter.
  • Private Advisory Group's Dimensional US Core Equity Market ETF position peaked at $410K in Q4 2024.
  • 477 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2025.

Based on Private Advisory Group's 13F filing for Q1 2025, filed 8 May 2025.