CAWM
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Capital A Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-102
Closed -$3.92K – 539
2025
Q1 		$3.92K Buy
+102
New +$4.14K ﹤0.01% 408

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Capital A Wealth Management's DFAU Position: Q2 2025 in Review

Capital A Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2025, closing a stake of 102 shares — an estimated $3.92K sold.

Capital A Wealth Management first reported a position in DFAU in Q1 2025 and held it in 1 quarter. The position peaked at $3.92K in Q1 2025. 497 funds tracked by Wall St. Rank hold DFAU as of Q2 2025.

  • Capital A Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 102 Dimensional US Core Equity Market ETF shares in Q2 2025, an estimated $3.92K.
  • Capital A Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Dimensional US Core Equity Market ETF position peaked at $3.92K in Q1 2025.
  • 497 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.