Wolff Wiese Magana’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Wolff Wiese Magana’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	-116,989	Closed	-$3.5M	–	748
2023 Q3	$3.5M	Buy	116,989 +1,017	+0.9%	+$31.7K	2.85%	4
2023 Q2	$3.59M	Sell	115,972 -3,825	-3%	-$112K	2.77%	4
2023 Q1	$3.45M	Sell	119,797 -6,609	-5%	-$187K	2.8%	4
2022 Q4	$3.42M	Buy	126,406 +5,633	+5%	+$153K	2.93%	4
2022 Q3	$3.04M	Sell	120,773 -4,586	-4%	-$128K	2.44%	4
2022 Q2	$3.31M	Buy	+125,359	New	+$3.6M	2.42%	4

Other funds holding DFAU

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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