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DFAU icon

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

Ancora 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 		$5.35M Buy
118,611
+1,867
+2% +$87.8K 0.11% 179
2025
Q4 		$5.46M Buy
116,744
+12,434
+12% +$576K 0.11% 175
2025
Q3 		$4.77M Buy
104,310
+36,865
+55% +$1.62M 0.1% 185
2025
Q2 		$2.86M Sell
67,445
-5,373
-7% -$211K 0.06% 238
2025
Q1 		$2.8M Buy
72,818
+807
+1% +$32.7K 0.06% 239
2024
Q4 		$2.92M Buy
72,011
+46,311
+180% +$1.89M 0.07% 225
2024
Q3 		$1.02M Sell
25,700
-11,698
-31% -$447K 0.02% 379
2024
Q2 		$1.4M Sell
37,398
-4,617
-11% -$168K 0.03% 324
2024
Q1 		$1.54M Sell
42,015
-27,454
-40% -$951K 0.04% 321
2023
Q4 		$2.31M Buy
69,469
+20,330
+41% +$631K 0.05% 251
2023
Q3 		$1.47M Sell
49,139
-2,237
-4% -$69.6K 0.04% 299
2023
Q2 		$1.59M Sell
51,376
-700
-1% -$20.5K 0.04% 280
2023
Q1 		$1.5M Sell
52,076
-6,016
-10% -$170K 0.04% 289
2022
Q4 		$1.57M Sell
58,092
-123,314
-68% -$3.35M 0.05% 284
2022
Q3 		$4.56M Sell
181,406
-7,889
-4% -$220K 0.14% 147
2022
Q2 		$5M Buy
189,295
+2,670
+1% +$76.7K 0.14% 150
2022
Q1 		$5.88M Buy
186,625
+24,813
+15% +$771K 0.14% 147
2021
Q4 		$5.34M Sell
161,812
-486
-0.3% -$15.6K 0.13% 164
2021
Q3 		$4.89M Buy
162,298
+2,244
+1% +$69.3K 0.13% 168
2021
Q2 		$4.84M Buy
160,054
+30,211
+23% +$893K 0.13% 168
2021
Q1 		$3.66M Buy
+129,843
New +$3.56M 0.1% 190

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