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

Stonnington 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
Q1 		$293K Buy
10,100
+500
+5% +$14.1K 0.08% 192
2022
Q4 		$266K Hold
9,600
– – 0.07% 175
2022
Q3 		$250K Buy
9,600
+800
+9% +$22.3K 0.07% 175
2022
Q2 		$239K Hold
8,800
– – 0.06% 196
2022
Q1 		$270K Buy
+8,800
New +$273K 0.06% 204

Other funds holding DFAU

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 $381M AUM 17.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Stonnington Group's DFAU Position: Q1 2023 in Review

Stonnington Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.2% in Q1 2023, buying an estimated $14.1K and bringing the position to 10,100 shares worth $293K. The position accounts for 0.08% of the portfolio, ranked #192.

Stonnington Group first reported a position in DFAU in Q1 2022 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold DFAU as of Q1 2023.

  • Stonnington Group held 10,100 shares of Dimensional US Core Equity Market ETF worth $293K as of Q1 2023.
  • Stonnington Group bought 500 Dimensional US Core Equity Market ETF shares in Q1 2023, an estimated $14.1K.
  • Dimensional US Core Equity Market ETF made up 0.08% of Stonnington Group's portfolio in Q1 2023, its #192 holding.
  • Stonnington Group first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 5 quarters since.
  • 303 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.