Cambridge Investment Research Advisors
DFAU icon

Cambridge Investment Research Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cambridge Investment Research 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 		$18.6M Buy
412,451
+93
+0% +$4.37K 0.05% 398
2025
Q4 		$19.3M Buy
412,358
+48,335
+13% +$2.24M 0.05% 375
2025
Q3 		$16.7M Buy
364,023
+16,659
+5% +$734K 0.05% 413
2025
Q2 		$14.7M Buy
347,364
+32,963
+10% +$1.29M 0.04% 415
2025
Q1 		$12.1M Buy
314,401
+29,116
+10% +$1.18M 0.04% 435
2024
Q4 		$11.6M Buy
285,285
+11,607
+4% +$474K 0.04% 436
2024
Q3 		$10.9M Buy
273,678
+75,416
+38% +$2.88M 0.04% 468
2024
Q2 		$7.43M Buy
198,262
+88,272
+80% +$3.21M 0.03% 578
2024
Q1 		$4.02M Buy
109,990
+14,223
+15% +$493K 0.02% 872
2023
Q4 		$3.18M Buy
95,767
+16,234
+20% +$504K 0.01% 936
2023
Q3 		$2.38M Buy
79,533
+31,860
+67% +$992K 0.01% 1026
2023
Q2 		$1.48M Buy
47,673
+9,753
+26% +$286K 0.01% 1350
2023
Q1 		$1.09M Buy
37,920
+8,609
+29% +$243K 0.01% 1520
2022
Q4 		$792K Sell
29,311
-7,941
-21% -$216K ﹤0.01% 1669
2022
Q3 		$937K Sell
37,252
-43,954
-54% -$1.22M 0.01% 1522
2022
Q2 		$2.15M Buy
81,206
+13,123
+19% +$377K 0.01% 1002
2022
Q1 		$2.15M Buy
68,083
+16,979
+33% +$527K 0.01% 1092
2021
Q4 		$1.69M Buy
51,104
+10,379
+25% +$333K 0.01% 1244
2021
Q3 		$1.23M Buy
40,725
+13,633
+50% +$421K 0.01% 1380
2021
Q2 		$818K Sell
27,092
-2,769
-9% -$81.8K ﹤0.01% 1689
2021
Q1 		$841K Buy
29,861
+20,003
+203% +$548K ﹤0.01% 1552
2020
Q4 		$259K Buy
+9,858
New +$253K ﹤0.01% 2266

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