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Cooper Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cooper Financial Group’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
Q2 		$347K Buy
6,713
+2
+0% +$100 0.03% 317
2026
Q1 		$303K Buy
6,711
+2
+0% +$94 0.03% 328
2025
Q4 		$314K Sell
6,709
-4,974
-43% -$231K 0.03% 292
2025
Q3 		$535K Buy
11,683
+4
+0% +$176 0.06% 229
2025
Q2 		$495K Buy
11,679
+4
+0% +$157 0.06% 239
2025
Q1 		$449K Sell
11,675
-3,716
-24% -$151K 0.06% 252
2024
Q4 		$623K Sell
15,391
-104
-0.7% -$4.25K 0.08% 205
2024
Q3 		$615K Buy
15,495
+4
+0% +$153 0.08% 212
2024
Q2 		$581K Sell
15,491
-80
-0.5% -$2.91K 0.09% 203
2024
Q1 		$569K Sell
15,571
-21,413
-58% -$742K 0.09% 195
2023
Q4 		$1.23M Buy
36,984
+71
+0.2% +$2.2K 0.22% 89
2023
Q3 		$1.11M Buy
36,913
+60
+0.2% +$1.87K 0.27% 90
2023
Q2 		$1.14M Buy
36,853
+60
+0.2% +$1.76K 0.28% 82
2023
Q1 		$1.06M Buy
36,793
+54
+0.1% +$1.53K 0.29% 88
2022
Q4 		$993K Buy
36,739
+99
+0.3% +$2.69K 0.3% 81
2022
Q3 		$921K Buy
36,640
+7,413
+25% +$206K 0.33% 76
2022
Q2 		$772K Buy
+29,227
New +$839K 0.28% 90

Other funds holding DFAU

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return