AFA
DFAU icon

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

Alpha 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
2026
Q1 		$43M Buy
952,081
+47,813
+5% +$2.25M 13.16% 1
2025
Q4 		$42.3M Buy
904,268
+100,326
+12% +$4.65M 12.94% 1
2025
Q3 		$36.8M Buy
803,942
+48,024
+6% +$2.12M 12.95% 1
2025
Q2 		$32M Sell
755,918
-28,778
-4% -$1.13M 12.37% 1
2025
Q1 		$30.2M Buy
784,696
+188,892
+32% +$7.66M 13.41% 2
2024
Q4 		$24.1M Buy
595,804
+11,022
+2% +$450K 10.92% 3
2024
Q3 		$23.2M Buy
584,782
+43,866
+8% +$1.68M 10.27% 3
2024
Q2 		$20.3M Sell
540,916
-12,109
-2% -$440K 9.76% 6
2024
Q1 		$20.2M Buy
553,025
+36,140
+7% +$1.25M 9.53% 6
2023
Q4 		$17.2M Buy
516,885
+45,112
+10% +$1.4M 8.71% 6
2023
Q3 		$14.1M Buy
471,773
+32,432
+7% +$1.01M 8.95% 6
2023
Q2 		$13.6M Buy
439,341
+94,836
+28% +$2.78M 8.52% 6
2023
Q1 		$9.91M Buy
344,505
+75,283
+28% +$2.13M 6.88% 6
2022
Q4 		$7.27M Buy
+269,222
New +$7.32M 6.32% 7

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