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Steward Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Steward Financial 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
2023
Q3 		$175K Hold
5,845
– – 0.06% 77
2023
Q2 		$181K Hold
5,845
– – 0.06% 69
2023
Q1 		$168K Hold
5,845
– – 0.06% 47
2022
Q4 		$157K Sell
5,845
-18,450
-76% -$501K 0.08% 43
2022
Q3 		$611K Buy
24,295
+8,315
+52% +$232K 0.45% 20
2022
Q2 		$422K Buy
+15,980
New +$459K 0.35% 23

Other funds holding DFAU

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Steward Financial Group's DFAU Position: Q3 2023 in Review

Steward Financial Group held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q3 2023 at 5,845 shares worth $175K. The position accounts for 0.06% of the portfolio, ranked #77.

Steward Financial Group first reported a position in DFAU in Q2 2022 and has held it in 6 quarters since. The position peaked at $611K in Q3 2022. 321 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

  • Steward Financial Group held 5,845 shares of Dimensional US Core Equity Market ETF worth $175K as of Q3 2023.
  • Steward Financial Group left its Dimensional US Core Equity Market ETF share count unchanged in Q3 2023.
  • Dimensional US Core Equity Market ETF made up 0.06% of Steward Financial Group's portfolio in Q3 2023, its #77 holding.
  • Steward Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 6 quarters since.
  • Steward Financial Group's Dimensional US Core Equity Market ETF position peaked at $611K in Q3 2022.
  • 321 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.