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Asset Dedication LLC’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Asset Dedication LLC’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 		$71.8K Sell
1,591
-6,434
-80% -$303K 0.01% 435
2025
Q4 		$376K Sell
8,025
-1
-0% -$46 0.02% 246
2025
Q3 		$367K Sell
8,026
-2,746
-25% -$121K 0.02% 250
2025
Q2 		$456K Sell
10,772
-94,842
-90% -$3.72M 0.03% 225
2025
Q1 		$4.06M Buy
105,614
+105,523
+115,959% +$4.28M 0.33% 51
2024
Q4 		$3.69K Sell
91
-2,048
-96% -$83.7K ﹤0.01% 908
2024
Q3 		$84.9K Buy
2,139
+2,048
+2,251% +$78.2K 0.01% 430
2024
Q2 		$3.41K Sell
91
-323
-78% -$11.7K ﹤0.01% 1000
2024
Q1 		$15K Buy
+414
New +$14.3K ﹤0.01% 629
2023
Q4 		– Sell
-747
Closed -$22K – 996
2023
Q3 		$22K Buy
+747
New +$23.3K ﹤0.01% 538
2022
Q2 		– Sell
-814
Closed -$26K – 595
2022
Q1 		$26K Buy
+814
New +$25.3K ﹤0.01% 516

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