CWM
DFAU icon

Congress Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Congress 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 		$555K Sell
13,094
-1,463
-10% -$57.4K 0.01% 889
2025
Q1 		$560K Sell
14,557
-12,865
-47% -$522K 0.01% 783
2024
Q4 		$1.11M Buy
27,422
+126
+0.5% +$5.15K 0.02% 502
2024
Q3 		$1.08M Buy
27,296
+1,739
+7% +$66.4K 0.01% 510
2024
Q2 		$958K Hold
25,557
– – 0.02% 432
2024
Q1 		$934K Buy
25,557
+2,884
+13% +$99.9K 0.02% 382
2023
Q4 		$754K Buy
22,673
+9,807
+76% +$304K 0.01% 415
2023
Q3 		$385K Buy
+12,866
New +$401K 0.01% 491

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
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return