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Walden Wealth Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Walden Wealth Partners’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 		$9.35M Buy
249,371
+9,450
+4% +$343K 5.22% 5
2024
Q1 		$8.59M Buy
239,921
+2,420
+1% +$83.8K 4.99% 6
2023
Q4 		$7.9M Buy
+237,501
New +$7.37M 4.97% 5

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

Walden Wealth Partners's DFAU Position: Q2 2024 in Review

Walden Wealth Partners increased its Dimensional US Core Equity Market ETF (DFAU) stake by 3.9% in Q2 2024, buying an estimated $343K and bringing the position to 249,371 shares worth $9.35M. The position accounts for 5.22% of the portfolio, ranked #5.

Walden Wealth Partners first reported a position in DFAU in Q4 2023 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold DFAU as of Q2 2024.

  • Walden Wealth Partners held 249,371 shares of Dimensional US Core Equity Market ETF worth $9.35M as of Q2 2024.
  • Walden Wealth Partners bought 9,450 Dimensional US Core Equity Market ETF shares in Q2 2024, an estimated $343K.
  • Dimensional US Core Equity Market ETF made up 5.22% of Walden Wealth Partners's portfolio in Q2 2024, its #5 holding.
  • Walden Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.