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USCA RIA’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

USCA RIA’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
2021
Q2 		$1.76M Buy
58,421
+36,488
+166% +$1.08M 0.11% 239
2021
Q1 		$618K Buy
+21,933
New +$601K 0.04% 352

Other funds holding DFAU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
OCM
Oakwood Capital Management Los Angeles, California $388M AUM 39.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return

USCA RIA's DFAU Position: Q2 2021 in Review

USCA RIA increased its Dimensional US Core Equity Market ETF (DFAU) stake by 166% in Q2 2021, buying an estimated $1.08M and bringing the position to 58,421 shares worth $1.76M. The position accounts for 0.11% of the portfolio, ranked #239.

USCA RIA first reported a position in DFAU in Q1 2021 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold DFAU as of Q2 2021.

  • USCA RIA held 58,421 shares of Dimensional US Core Equity Market ETF worth $1.76M as of Q2 2021.
  • USCA RIA bought 36,488 Dimensional US Core Equity Market ETF shares in Q2 2021, an estimated $1.08M.
  • Dimensional US Core Equity Market ETF made up 0.11% of USCA RIA's portfolio in Q2 2021, its #239 holding.
  • USCA RIA first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.