AF
DFAU icon

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

Advisornet Financial’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 		$47.8M Buy
1,059,654
+138,490
+15% +$6.51M 2.48% 2
2025
Q4 		$43.1M Buy
921,164
+19,628
+2% +$910K 2.3% 2
2025
Q3 		$41.3M Sell
901,536
-16,584
-2% -$731K 2.34% 2
2025
Q2 		$38.9M Buy
918,120
+323,820
+54% +$12.7M 2.51% 2
2025
Q1 		$22.8M Buy
594,300
+111,697
+23% +$4.53M 1.7% 7
2024
Q4 		$19.5M Buy
482,603
+80,854
+20% +$3.3M 1.64% 9
2024
Q3 		$15.9M Buy
401,749
+47,528
+13% +$1.82M 1.19% 13
2024
Q2 		$13.3M Sell
354,221
-4,271
-1% -$155K 1.21% 15
2024
Q1 		$13.1M Sell
358,492
-17,676
-5% -$612K 1.26% 10
2023
Q4 		$12.5M Buy
376,168
+8,398
+2% +$261K 1.15% 16
2023
Q3 		$11M Sell
367,770
-8,644
-2% -$269K 1% 22
2023
Q2 		$11.7M Sell
376,414
-1,184
-0.3% -$34.7K 1% 22
2023
Q1 		$10.9M Buy
377,598
+2,320
+0.6% +$65.6K 0.99% 20
2022
Q4 		$10.1M Buy
375,278
+4,638
+1% +$126K 1% 18
2022
Q3 		$9.32M Buy
370,640
+22,171
+6% +$617K 0.93% 19
2022
Q2 		$9.21M Buy
348,469
+290,793
+504% +$8.35M 0.91% 19
2022
Q1 		$1.82M Sell
57,676
-19,730
-25% -$613K 0.11% 173
2021
Q4 		$2.55M Sell
77,406
-13,159
-15% -$422K 0.16% 128
2021
Q3 		$2.73M Sell
90,565
-47,602
-34% -$1.47M 0.19% 108
2021
Q2 		$4.17M Buy
138,167
+36,009
+35% +$1.06M 0.28% 86
2021
Q1 		$2.88M Buy
102,158
+79,508
+351% +$2.18M 0.21% 110
2020
Q4 		$595K Buy
+22,650
New +$581K 0.05% 307

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AAS
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
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM