Cetera Investment Advisers
DFAU icon

Cetera Investment Advisers’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cetera Investment Advisers’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 		$56.6M Buy
1,255,040
+68,009
+6% +$3.2M 0.06% 331
2025
Q4 		$55.6M Buy
1,187,031
+272,400
+30% +$12.6M 0.06% 303
2025
Q3 		$41.9M Buy
914,631
+144,644
+19% +$6.37M 0.05% 382
2025
Q2 		$32.6M Buy
769,987
+418,357
+119% +$16.4M 0.06% 351
2025
Q1 		$13.5M Sell
351,630
-89,781
-20% -$3.64M 0.03% 620
2024
Q4 		$17.9M Buy
441,411
+19,993
+5% +$817K 0.04% 463
2024
Q3 		$16.7M Sell
421,418
-23,403
-5% -$894K 0.04% 471
2024
Q2 		$16.7M Sell
444,821
-102,899
-19% -$3.74M 0.04% 454
2024
Q1 		$20M Buy
547,720
+155,305
+40% +$5.38M 0.05% 392
2023
Q4 		$13M Sell
392,415
-23,343
-6% -$725K 0.11% 182
2023
Q3 		$12.5M Buy
415,758
+196,021
+89% +$6.1M 0.11% 172
2023
Q2 		$6.81M Buy
219,737
+121,824
+124% +$3.57M 0.06% 315
2023
Q1 		$2.82M Buy
97,913
+7,016
+8% +$198K 0.02% 601
2022
Q4 		$2.46M Buy
90,897
+10,812
+14% +$294K 0.02% 620
2022
Q3 		$2.01M Buy
80,085
+12,730
+19% +$354K 0.04% 455
2022
Q2 		$1.78M Buy
67,355
+7,190
+12% +$206K 0.03% 573
2022
Q1 		$1.9M Buy
60,165
+2,243
+4% +$69.7K 0.03% 581
2021
Q4 		$1.91M Buy
57,922
+5,164
+10% +$166K 0.03% 568
2021
Q3 		$1.59M Buy
+52,758
New +$1.63M 0.03% 602

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