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Sensible Financial Planning & Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sensible Financial Planning & 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
Q2 		– Sell
-10,522
Closed -$384K – 28
2024
Q1 		$384K Buy
+10,522
New +$364K 0.08% 27

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 $8.34B AUM 19.68% 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 $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 $24.7B AUM 15.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 $729M AUM 15.61% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Sensible Financial Planning & Management's DFAU Position: Q2 2024 in Review

Sensible Financial Planning & Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2024, closing a stake of 10,522 shares — an estimated $384K sold.

Sensible Financial Planning & Management first reported a position in DFAU in Q1 2024 and held it in 1 quarter. The position peaked at $384K in Q1 2024. 386 funds tracked by Wall St. Rank hold DFAU as of Q2 2024.

  • Sensible Financial Planning & Management reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 10,522 Dimensional US Core Equity Market ETF shares in Q2 2024, an estimated $384K.
  • Sensible Financial Planning & Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Dimensional US Core Equity Market ETF position peaked at $384K in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q2 2024, filed 18 Jul 2024.