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Coppell Advisory Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-8,394
Closed -$396K – 85
2025
Q4 		$396K Sell
8,394
-432
-5% -$20K 0.04% 286
2025
Q3 		$403K Hold
8,826
– – 0.04% 282
2025
Q2 		$372K Sell
8,826
-411
-4% -$16.1K 0.04% 277
2025
Q1 		$351K Sell
9,237
-65
-0.7% -$2.64K 0.05% 247
2024
Q4 		$378K Sell
9,302
-247
-3% -$10.1K 0.05% 194
2024
Q3 		$378K Sell
9,549
-701
-7% -$26.8K 0.06% 196
2024
Q2 		$384K Buy
+10,250
New +$372K 0.06% 180
2023
Q4 		$243K Sell
7,294
-794
-10% -$24.6K 0.05% 239
2023
Q3 		$219K Buy
8,088
+644
+9% +$20.1K 0.08% 155
2023
Q2 		$228K Buy
+7,444
New +$218K 0.06% 174
2023
Q1 		– Sell
-8,088
Closed -$219K – 411
2022
Q4 		$219K Buy
+8,088
New +$220K 0.07% 159

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