Chico Wealth RIA’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Chico Wealth RIA’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	$6.75M	Hold	149,602	–	–	4.12%	4
2025 Q4	$7M	Hold	149,602	–	–	4.56%	4
2025 Q3	$6.85M	Hold	149,602	–	–	4.65%	5
2025 Q2	$6.34M	Sell	149,602 -2,963	-2%	-$116K	5.01%	4
2025 Q1	$5.86M	Hold	152,565	–	–	5.09%	4
2024 Q4	$6.18M	Hold	152,565	–	–	5.4%	4
2024 Q3	$6.06M	Sell	152,565 -2,628	-2%	-$100K	5.18%	4
2024 Q2	$5.82M	Hold	155,193	–	–	5.33%	4
2024 Q1	$5.67M	Hold	155,193	–	–	5.36%	4
2023 Q4	$5.16M	Hold	155,193	–	–	5.38%	4
2023 Q3	$4.65M	Sell	155,193 -3,175	-2%	-$98.8K	5.56%	4
2023 Q2	$4.91M	Sell	158,368 -14,131	-8%	-$414K	5.85%	4
2023 Q1	$4.96M	Hold	172,499	–	–	6.38%	4
2022 Q4	$4.66M	Sell	172,499 -387	-0.2%	-$10.5K	5.21%	4
2022 Q3	$4.35M	Sell	172,886 -52,116	-23%	-$1.45M	5.05%	5
2022 Q2	$5.95M	Buy	225,002 +83,564	+59%	+$2.4M	4.83%	7
2022 Q1	$4.46M	Buy	+141,438	New	+$4.39M	3.57%	9

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