ACA
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Atlas Capital Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Atlas Capital 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
2025
Q2 		$50.9K Hold
1,202
– – 0.01% 621
2025
Q1 		$46.2K Hold
1,202
– – 0.01% 641
2024
Q4 		$48.7K Hold
1,202
– – 0.01% 613
2024
Q3 		$47.7K Sell
1,202
-255
-18% -$9.74K 0.01% 588
2024
Q2 		$54.6K Hold
1,457
– – 0.01% 579
2024
Q1 		$53.2K Buy
1,457
+100
+7% +$3.46K 0.01% 563
2023
Q4 		$45.1K Hold
1,357
– – 0.01% 605
2023
Q3 		$40.6K Hold
1,357
– – 0.01% 565
2023
Q2 		$42.1K Hold
1,357
– – 0.01% 591
2023
Q1 		$39K Hold
1,357
– – 0.01% 594
2022
Q4 		$36.7K Sell
1,357
-544
-29% -$14.8K 0.01% 590
2022
Q3 		$47.8K Buy
1,901
+544
+40% +$15.1K 0.01% 541
2022
Q2 		$35.9K Buy
1,357
+8
+0.6% +$230 0.01% 608
2022
Q1 		$42.5K Hold
1,349
– – 0.01% 561
2021
Q4 		$44.5K Hold
1,349
– – 0.01% 542
2021
Q3 		$40.7K Hold
1,349
– – 0.01% 545
2021
Q2 		$40.8K Buy
1,349
+550
+69% +$16.3K 0.01% 551
2021
Q1 		$22.5K Buy
+799
New +$21.9K ﹤0.01% 586

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
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return