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

Blodgett 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
2025 Q3	–	Sell	-5,712	Closed	-$242K	–	66
2025 Q2	$242K	Sell	5,712 -360	-6%	-$14.1K	0.19%	58
2025 Q1	$233K	Hold	6,072	–	–	0.2%	56
2024 Q4	$246K	Hold	6,072	–	–	0.19%	54
2024 Q3	$241K	Hold	6,072	–	–	0.2%	55
2024 Q2	$228K	Hold	6,072	–	–	0.19%	54
2024 Q1	$222K	Hold	6,072	–	–	0.2%	60
2023 Q4	$202K	Buy	+6,072	New	+$188K	0.21%	58
2022 Q1	–	Sell	-6,072	Closed	-$200K	–	83
2021 Q4	$200K	Buy	+6,072	New	+$195K	0.16%	84

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

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

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

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

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return