Allegiance Financial Group Advisory Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Allegiance Financial Group Advisory Services’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	$27.9M	Buy	619,449 +39,525	+7%	+$1.86M	5.56%	4
2025 Q4	$27.1M	Buy	579,924 +40,625	+8%	+$1.88M	5.7%	4
2025 Q3	$24.7M	Buy	539,299 +57,679	+12%	+$2.54M	5.68%	4
2025 Q2	$20.4M	Buy	481,620 +34,004	+8%	+$1.33M	5.4%	4
2025 Q1	$17.2M	Buy	447,616 +29,909	+7%	+$1.21M	5.23%	4
2024 Q4	$16.9M	Buy	417,707 +22,265	+6%	+$910K	5.48%	5
2024 Q3	$15.7M	Buy	395,442 +21,874	+6%	+$835K	5.46%	5
2024 Q2	$14M	Buy	373,568 +34,865	+10%	+$1.27M	5.36%	5
2024 Q1	$12.4M	Buy	338,703 +32,853	+11%	+$1.14M	5.06%	6
2023 Q4	$10.2M	Buy	305,850 +42,481	+16%	+$1.32M	4.79%	6
2023 Q3	$7.89M	Buy	263,369 +33,832	+15%	+$1.05M	4.44%	6
2023 Q2	$7.11M	Buy	229,537 +80,812	+54%	+$2.37M	4.18%	7
2023 Q1	$4.28M	Buy	148,725 +55,317	+59%	+$1.56M	3.16%	9
2022 Q4	$2.52M	Buy	+93,408	New	+$2.54M	2.42%	14

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