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Teamwork Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Teamwork Financial Advisors’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
-179,954
Closed -$6.58M – 154
2024
Q1 		$6.58M Buy
179,954
+31,867
+22% +$1.1M 1.01% 33
2023
Q4 		$4.92M Buy
148,087
+3,174
+2% +$98.5K 0.84% 29
2023
Q3 		$4.34M Buy
144,913
+52,342
+57% +$1.63M 0.71% 36
2023
Q2 		$2.87M Sell
92,571
-21,034
-19% -$617K 0.47% 41
2023
Q1 		$3.27M Buy
113,605
+26,012
+30% +$735K 0.6% 37
2022
Q4 		$2.37M Buy
87,593
+31,393
+56% +$853K 0.48% 36
2022
Q3 		$1.41M Buy
+56,200
New +$1.56M 0.3% 51
2022
Q1 		– Sell
-18,077
Closed -$597K – 264
2021
Q4 		$597K Buy
18,077
+70
+0.4% +$2.25K 0.11% 175
2021
Q3 		$543K Buy
18,007
+1,200
+7% +$37K 0.11% 150
2021
Q2 		$508K Buy
16,807
+3,575
+27% +$106K 0.1% 150
2021
Q1 		$373K Buy
+13,232
New +$363K 0.09% 172

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 $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 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

Teamwork Financial Advisors's DFAU Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2024, closing a stake of 179,954 shares — an estimated $6.58M sold.

Teamwork Financial Advisors first reported a position in DFAU in Q1 2021 and held it in 11 quarters. The position peaked at $6.58M in Q1 2024. 385 funds tracked by Wall St. Rank hold DFAU as of Q2 2024.

  • Teamwork Financial Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 179,954 Dimensional US Core Equity Market ETF shares in Q2 2024, an estimated $6.58M.
  • Teamwork Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and held it in 11 quarters.
  • Teamwork Financial Advisors's Dimensional US Core Equity Market ETF position peaked at $6.58M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.