AWA
DFAU icon

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

Aquire Wealth 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 		$154M Buy
3,418,428
+102,457
+3% +$4.82M 40.56% 1
2025
Q4 		$155M Sell
3,315,971
-289,397
-8% -$13.4M 40.39% 1
2025
Q3 		$165M Buy
3,605,368
+143,579
+4% +$6.33M 40.64% 1
2025
Q2 		$147M Sell
3,461,789
-295,494
-8% -$11.6M 39.41% 1
2025
Q1 		$144M Buy
3,757,283
+140,869
+4% +$5.71M 44.45% 1
2024
Q4 		$146M Buy
3,616,414
+121,187
+3% +$4.95M 45.35% 1
2024
Q3 		$139M Buy
3,495,227
+125,737
+4% +$4.8M 43.55% 1
2024
Q2 		$126M Buy
3,369,490
+140,081
+4% +$5.09M 42.43% 1
2024
Q1 		$118M Buy
3,229,409
+84,558
+3% +$2.93M 41.24% 1
2023
Q4 		$105M Buy
3,144,851
+73,206
+2% +$2.27M 39.76% 1
2023
Q3 		$92M Buy
3,071,645
+46,081
+2% +$1.43M 38.36% 1
2023
Q2 		$93.8M Buy
3,025,564
+247,773
+9% +$7.27M 37.41% 1
2023
Q1 		$79.9M Buy
2,777,791
+418,130
+18% +$11.8M 34.97% 1
2022
Q4 		$63.8M Buy
2,359,661
+725,651
+44% +$19.7M 31.72% 1
2022
Q3 		$41.1M Buy
1,634,010
+210,429
+15% +$5.86M 23.86% 1
2022
Q2 		$37.6M Sell
1,423,581
-91,338
-6% -$2.62M 21.96% 1
2022
Q1 		$47.8M Buy
1,514,919
+124,478
+9% +$3.87M 25.43% 1
2021
Q4 		$45.9M Buy
+1,390,441
New +$44.6M 24.02% 1

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
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
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return