Sloy Dahl & Holst’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sloy Dahl & Holst’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 Q4	–	Sell	-15,094	Closed	-$380K	–	71
2022 Q3	$380K	Buy	15,094 +7,344	+95%	+$204K	0.08%	50
2022 Q2	$205K	Buy	7,750 +453	+6%	+$13K	0.05%	72
2022 Q1	$230K	Sell	7,297 -8,626	-54%	-$268K	0.04%	69
2021 Q4	$480K	Hold	15,923	–	–	0.1%	49
2021 Q3	$480K	Buy	+15,923	New	+$491K	0.1%	49
2021 Q2	–	Sell	-10,560	Closed	-$298K	–	65
2021 Q1	$298K	Buy	+10,560	New	+$289K	0.04%	50

Other funds holding DFAU

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Retirement Solution Redmond, Washington $511M AUM 22.6% 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

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

MWP

Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 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

Sloy Dahl & Holst's DFAU Position: Q4 2022 in Review

Sloy Dahl & Holst sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2022, closing a stake of 15,094 shares — an estimated $380K sold.

Sloy Dahl & Holst first reported a position in DFAU in Q1 2021 and held it in 6 quarters. The position peaked at $480K in Q4 2021. 284 funds tracked by Wall St. Rank hold DFAU as of Q4 2022.

Sloy Dahl & Holst reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2022 after selling out during the quarter.
Sloy Dahl & Holst sold 15,094 Dimensional US Core Equity Market ETF shares in Q4 2022, an estimated $380K.
Sloy Dahl & Holst first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and held it in 6 quarters.
Sloy Dahl & Holst's Dimensional US Core Equity Market ETF position peaked at $480K in Q4 2021.
284 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2022.

Based on Sloy Dahl & Holst's 13F filing for Q4 2022, filed 30 Jan 2023.