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

ARS Wealth Advisors Group’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	$269K	Hold	5,960	–	–	0.02%	178
2025 Q4	$279K	Hold	5,960	–	–	0.03%	154
2025 Q3	$273K	Hold	5,960	–	–	0.03%	152
2025 Q2	$252K	Hold	5,960	–	–	0.03%	154
2025 Q1	$229K	Hold	5,960	–	–	0.03%	144
2024 Q4	$241K	Hold	5,960	–	–	0.03%	141
2024 Q3	$237K	Hold	5,960	–	–	0.03%	154
2024 Q2	$223K	Hold	5,960	–	–	0.03%	150
2024 Q1	$218K	Buy	+5,960	New	+$206K	0.03%	159
2023 Q2	–	Sell	-6,954	Closed	-$200K	–	143
2023 Q1	$200K	Sell	6,954 -1,086	-14%	-$30.7K	0.04%	118
2022 Q4	$217K	Buy	+8,040	New	+$219K	0.04%	127

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