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DFAU icon

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

Beacon Pointe 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 		$126M Buy
2,801,353
+132,899
+5% +$6.25M 0.67% 27
2025
Q4 		$125M Buy
2,668,454
+2,154,091
+419% +$99.8M 0.88% 20
2025
Q3 		$23.5M Buy
514,363
+328,622
+177% +$14.5M 0.2% 112
2025
Q2 		$7.87M Buy
185,741
+16,087
+9% +$631K 0.08% 213
2025
Q1 		$6.52M Sell
169,654
-4,286
-2% -$174K 0.07% 244
2024
Q4 		$7.04M Buy
173,940
+8,738
+5% +$357K 0.08% 216
2024
Q3 		$6.56M Sell
165,202
-15,427
-9% -$589K 0.08% 232
2024
Q2 		$6.77M Sell
180,629
-12,090
-6% -$439K 0.08% 220
2024
Q1 		$7.04M Buy
192,719
+13,438
+7% +$465K 0.08% 224
2023
Q4 		$5.96M Buy
179,281
+23,150
+15% +$719K 0.07% 240
2023
Q3 		$4.68M Buy
156,131
+9,704
+7% +$302K 0.06% 282
2023
Q2 		$4.54M Buy
146,427
+128
+0.1% +$3.75K 0.07% 222
2023
Q1 		$4.21M Sell
146,299
-6,355
-4% -$180K 0.07% 245
2022
Q4 		$4.12M Buy
152,654
+12,292
+9% +$334K 0.08% 223
2022
Q3 		$3.53M Buy
140,362
+26,342
+23% +$734K 0.08% 215
2022
Q2 		$3.02M Buy
114,020
+14,894
+15% +$428K 0.06% 256
2022
Q1 		$3.12M Buy
+99,126
New +$3.08M 0.04% 348

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