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

ACT 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
2026 Q1	$32.2M	Buy	713,055 +56,845	+9%	+$2.67M	13.68%	1
2025 Q4	$30.7M	Buy	656,210 +36,723	+6%	+$1.7M	12.11%	1
2025 Q3	$28.3M	Buy	619,487 +32,988	+6%	+$1.45M	11.44%	1
2025 Q2	$24.8M	Sell	586,499 -2,639	-0.4%	-$103K	11.49%	3
2025 Q1	$22.6M	Buy	589,138 +67,342	+13%	+$2.73M	12.29%	3
2024 Q4	$21.1M	Sell	521,796 -6,658	-1%	-$272K	11.37%	4
2024 Q3	$21M	Buy	528,454 +33,920	+7%	+$1.3M	9.9%	4
2024 Q2	$18.5M	Sell	494,534 -9,662	-2%	-$351K	9.65%	5
2024 Q1	$18.4M	Buy	504,196 +250	+0%	+$8.66K	10.1%	4
2023 Q4	$16.8M	Buy	503,946 +4,371	+0.9%	+$136K	9.55%	4
2023 Q3	$15M	Buy	499,575 +5,065	+1%	+$158K	9.26%	6
2023 Q2	$15.3M	Buy	494,510 +43,234	+10%	+$1.27M	10.12%	5
2023 Q1	$13M	Buy	451,276 +114,070	+34%	+$3.22M	8.37%	6
2022 Q4	$9.11M	Buy	337,206 +261,629	+346%	+$7.11M	5.8%	7
2022 Q3	$1.9M	Buy	+75,577	New	+$2.1M	1.33%	9

Other funds holding DFAU

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Mars Jewett Financial Group Bellevue, Washington $316M AUM