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Brinker Capital Investments’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Brinker Capital Investments’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 		$2.54M Sell
56,317
-125,438
-69% -$5.9M 0.02% 639
2025
Q4 		$8.51M Buy
181,755
+2,991
+2% +$139K 0.06% 282
2025
Q3 		$8.18M Buy
178,764
+9,565
+6% +$421K 0.06% 280
2025
Q2 		$7.17M Buy
169,199
+114,572
+210% +$4.49M 0.06% 295
2025
Q1 		$2.1M Buy
54,627
+5,832
+12% +$237K 0.02% 679
2024
Q4 		$1.98M Sell
48,795
-596
-1% -$24.3K 0.02% 706
2024
Q3 		$1.96M Buy
49,391
+801
+2% +$30.6K 0.02% 698
2024
Q2 		$1.82M Sell
48,590
-1,634
-3% -$59.4K 0.02% 684
2024
Q1 		$1.84M Sell
50,224
-1,540
-3% -$53.3K 0.02% 697
2023
Q4 		$1.71M Sell
51,764
-1,625
-3% -$50.4K 0.02% 710
2023
Q3 		$1.6M Buy
53,389
+618
+1% +$19.2K 0.02% 708
2023
Q2 		$1.64M Buy
52,771
+990
+2% +$29K 0.02% 741
2023
Q1 		$1.49M Buy
+51,781
New +$1.46M 0.02% 717

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