Van Den Berg Management I’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Van Den Berg Management I’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 Q4	–	Sell	-7,133	Closed	-$214K	–	111
2023 Q3	$214K	Sell	7,133 -747	-9%	-$23.3K	0.07%	74
2023 Q2	$244K	Buy	7,880 +36	+0.5%	+$1.06K	0.09%	72
2023 Q1	$226K	Buy	7,844 +33	+0.4%	+$933	0.08%	73
2022 Q4	$211K	Buy	+7,811	New	+$212K	0.08%	73
2022 Q3	–	Sell	-9,671	Closed	-$256K	–	83
2022 Q2	$256K	Buy	9,671 +103	+1%	+$2.96K	0.07%	72
2022 Q1	$302K	Buy	9,568 +286	+3%	+$8.88K	0.07%	71
2021 Q4	$306K	Buy	+9,282	New	+$298K	0.06%	66

Other funds holding DFAU

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

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWP

Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Van Den Berg Management I's DFAU Position: Q4 2023 in Review

Van Den Berg Management I sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2023, closing a stake of 7,133 shares — an estimated $214K sold.

Van Den Berg Management I first reported a position in DFAU in Q4 2021 and held it in 7 quarters. The position peaked at $306K in Q4 2021. 373 funds tracked by Wall St. Rank hold DFAU as of Q4 2023.

Van Den Berg Management I reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2023 after selling out during the quarter.
Van Den Berg Management I sold 7,133 Dimensional US Core Equity Market ETF shares in Q4 2023, an estimated $214K.
Van Den Berg Management I first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and held it in 7 quarters.
Van Den Berg Management I's Dimensional US Core Equity Market ETF position peaked at $306K in Q4 2021.
373 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2023.

Based on Van Den Berg Management I's 13F filing for Q4 2023, filed 14 Feb 2024.