CWM
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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 $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 $23.6B AUM 20.99% 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 $97.6B AUM 29.43% 1-Year Est. Return

Congress Wealth Management's DFAU Position: Q2 2025 in Review

Congress Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 10% in Q2 2025, selling an estimated $57.4K and leaving 13,094 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #889.

Congress Wealth Management first reported a position in DFAU in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2024. 497 funds tracked by Wall St. Rank hold DFAU as of Q2 2025.

  • Congress Wealth Management held 13,094 shares of Dimensional US Core Equity Market ETF worth $555K as of Q2 2025.
  • Congress Wealth Management sold 1,463 Dimensional US Core Equity Market ETF shares in Q2 2025, an estimated $57.4K.
  • Dimensional US Core Equity Market ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #889 holding.
  • Congress Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and has held it in 8 quarters since.
  • Congress Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.11M in Q4 2024.
  • 497 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.