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Sanctuary Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sanctuary Wealth Management’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
Q4 		$576K Sell
14,228
-13,734
-49% -$561K 0.38% 28
2024
Q3 		$1.11M Buy
27,962
+260
+0.9% +$9.93K 0.79% 24
2024
Q2 		$1.04M Hold
27,702
– – 0.79% 25
2024
Q1 		$1.01M Sell
27,702
-549
-2% -$19K 0.82% 22
2023
Q4 		$939K Sell
28,251
-587
-2% -$18.2K 0.91% 18
2023
Q3 		$864K Buy
28,838
+240
+0.8% +$7.47K 0.94% 18
2023
Q2 		$886K Buy
+28,598
New +$839K 0.94% 19
2022
Q4 		$734K Buy
27,164
+275
+1% +$7.47K 0.86% 16
2022
Q3 		$676K Buy
26,889
+15,219
+130% +$424K 0.88% 16
2022
Q2 		$308K Buy
11,670
+563
+5% +$16.2K 0.38% 22
2022
Q1 		$350K Hold
11,107
– – 0.39% 23
2021
Q4 		$367K Buy
+11,107
New +$356K 0.39% 24

Other funds holding DFAU

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 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 $18.5B AUM 19.51% 1-Year Est. Return

Sanctuary Wealth Management's DFAU Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 49% in Q4 2024, selling an estimated $561K and leaving 14,228 shares worth $576K. The position accounts for 0.38% of the portfolio, ranked #28.

Sanctuary Wealth Management first reported a position in DFAU in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.11M in Q3 2024. 463 funds tracked by Wall St. Rank hold DFAU as of Q4 2024.

  • Sanctuary Wealth Management held 14,228 shares of Dimensional US Core Equity Market ETF worth $576K as of Q4 2024.
  • Sanctuary Wealth Management sold 13,734 Dimensional US Core Equity Market ETF shares in Q4 2024, an estimated $561K.
  • Dimensional US Core Equity Market ETF made up 0.38% of Sanctuary Wealth Management's portfolio in Q4 2024, its #28 holding.
  • Sanctuary Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 12 quarters since.
  • Sanctuary Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.11M in Q3 2024.
  • 463 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.