CP
DFAU icon

Canopy Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Canopy Partners’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 		$11.5M Buy
254,194
+4,055
+2% +$191K 3.93% 4
2025
Q4 		$11.7M Buy
250,139
+22,413
+10% +$1.04M 3.81% 5
2025
Q3 		$10.4M Buy
227,726
+18,321
+9% +$807K 3.48% 7
2025
Q2 		$8.87M Buy
209,405
+20,051
+11% +$786K 3.25% 7
2025
Q1 		$7.28M Buy
189,354
+20,344
+12% +$825K 2.84% 8
2024
Q4 		$6.84M Buy
169,010
+9,201
+6% +$376K 2.61% 9
2024
Q3 		$6.34M Buy
159,809
+13,626
+9% +$520K 2.73% 9
2024
Q2 		$5.48M Buy
146,183
+90,046
+160% +$3.27M 2.55% 11
2024
Q1 		$2.05M Buy
56,137
+44,793
+395% +$1.55M 1% 19
2023
Q4 		$377K Buy
+11,344
New +$352K 0.23% 93

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