Capstone Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Capstone Financial 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	$2.66M	Hold	58,935	–	–	0.14%	38
2025 Q4	$2.76M	Buy	58,935 +3	+0%	+$139	0.15%	39
2025 Q3	$2.7M	Buy	58,932 +3	+0%	+$132	0.15%	41
2025 Q2	$2.5M	Buy	58,929 +26,153	+80%	+$1.03M	0.14%	39
2025 Q1	$1.26M	Buy	32,776 +2	+0%	+$81	0.08%	56
2024 Q4	$1.33M	Buy	32,774 +5	+0%	+$204	0.08%	50
2024 Q3	$1.3M	Buy	32,769 +112	+0.3%	+$4.28K	0.08%	51
2024 Q2	$1.22M	Sell	32,657 -59	-0.2%	-$2.14K	0.08%	49
2024 Q1	$1.2M	Sell	32,716 -172	-0.5%	-$5.96K	0.08%	51
2023 Q4	$1.09M	Buy	32,888 +5	+0%	+$155	0.08%	51
2023 Q3	$985K	Buy	32,883 +4	+0%	+$125	0.08%	51
2023 Q2	$1.02M	Buy	32,879 +5	+0%	+$147	0.08%	52
2023 Q1	$946K	Buy	32,874 +4	+0%	+$113	0.07%	52
2022 Q4	$888K	Buy	+32,870	New	+$893K	0.08%	50
2022 Q3	–	Sell	-740,477	Closed	-$19.6M	–	146
2022 Q2	$19.6M	Buy	+740,477	New	+$21.3M	1.67%	19

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 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

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

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

Mars Jewett Financial Group Bellevue, Washington $316M AUM