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

Websterrogers 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
2022
Q2 		– Sell
-11,908
Closed -$376K – 59
2022
Q1 		$376K Buy
+11,908
New +$370K 0.19% 53

Other funds holding DFAU

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Websterrogers Financial Advisors's DFAU Position: Q2 2022 in Review

Websterrogers Financial Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2022, closing a stake of 11,908 shares — an estimated $376K sold.

Websterrogers Financial Advisors first reported a position in DFAU in Q1 2022 and held it in 1 quarter. The position peaked at $376K in Q1 2022. 216 funds tracked by Wall St. Rank hold DFAU as of Q2 2022.

  • Websterrogers Financial Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2022 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 11,908 Dimensional US Core Equity Market ETF shares in Q2 2022, an estimated $376K.
  • Websterrogers Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and held it in 1 quarter.
  • Websterrogers Financial Advisors's Dimensional US Core Equity Market ETF position peaked at $376K in Q1 2022.
  • 216 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.