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R.H. Bluestein & Co’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

R.H. Bluestein & Co’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
2022
Q3 		$327K Buy
12,995
+2,660
+26% +$74.1K 0.02% 220
2022
Q2 		$273K Sell
10,335
-16,025
-61% -$460K 0.02% 272
2022
Q1 		$831K Buy
26,360
+2,100
+9% +$65.2K 0.03% 121
2021
Q4 		$801K Buy
24,260
+12,735
+110% +$409K 0.03% 134
2021
Q3 		$347K Buy
11,525
+1,880
+19% +$58K 0.01% 284
2021
Q2 		$291K Buy
+9,645
New +$285K 0.01% 334

Other funds holding DFAU

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
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
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

R.H. Bluestein & Co's DFAU Position: Q3 2022 in Review

R.H. Bluestein & Co increased its Dimensional US Core Equity Market ETF (DFAU) stake by 26% in Q3 2022, buying an estimated $74.1K and bringing the position to 12,995 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #220.

R.H. Bluestein & Co first reported a position in DFAU in Q2 2021 and has held it in 6 quarters since. The position peaked at $831K in Q1 2022. 227 funds tracked by Wall St. Rank hold DFAU as of Q3 2022.

  • R.H. Bluestein & Co held 12,995 shares of Dimensional US Core Equity Market ETF worth $327K as of Q3 2022.
  • R.H. Bluestein & Co bought 2,660 Dimensional US Core Equity Market ETF shares in Q3 2022, an estimated $74.1K.
  • Dimensional US Core Equity Market ETF made up 0.02% of R.H. Bluestein & Co's portfolio in Q3 2022, its #220 holding.
  • R.H. Bluestein & Co first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 6 quarters since.
  • R.H. Bluestein & Co's Dimensional US Core Equity Market ETF position peaked at $831K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.