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Tempus Wealth Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Tempus Wealth Planning’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 		– Sell
-7,486
Closed -$202K – 182
2022
Q4 		$202K Buy
+7,486
New +$203K 0.12% 170

Other funds holding DFAU

PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Sequoia Financial Advisors
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
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
Meridian Wealth Partners
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Tempus Wealth Planning's DFAU Position: Q1 2023 in Review

Tempus Wealth Planning sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2023, closing a stake of 7,486 shares — an estimated $202K sold.

Tempus Wealth Planning first reported a position in DFAU in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 304 funds tracked by Wall St. Rank hold DFAU as of Q1 2023.

  • Tempus Wealth Planning reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2023 after selling out during the quarter.
  • Tempus Wealth Planning sold 7,486 Dimensional US Core Equity Market ETF shares in Q1 2023, an estimated $202K.
  • Tempus Wealth Planning first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and held it in 1 quarter.
  • Tempus Wealth Planning's Dimensional US Core Equity Market ETF position peaked at $202K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2023.

Based on Tempus Wealth Planning's 13F filing for Q1 2023, filed 8 May 2023.