CFD
DFAU icon

Creative Financial Designs’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Creative Financial Designs’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 		$5.17K Buy
115
+1
+0.9% +$47 ﹤0.01% 1575
2025
Q4 		$5.35K Hold
114
– – ﹤0.01% 1504
2025
Q3 		$5.22K Hold
114
– – ﹤0.01% 1524
2025
Q2 		$4.82K Sell
114
-8,224
-99% -$322K ﹤0.01% 1537
2025
Q1 		$321K Buy
8,338
+19
+0.2% +$771 0.03% 351
2024
Q4 		$337K Buy
8,319
+32
+0.4% +$1.31K 0.03% 346
2024
Q3 		$329K Buy
8,287
+23
+0.3% +$878 0.03% 352
2024
Q2 		$310K Buy
8,264
+22
+0.3% +$799 0.03% 349
2024
Q1 		$301K Buy
8,242
+18
+0.2% +$623 0.03% 338
2023
Q4 		$273K Buy
8,224
+33
+0.4% +$1.02K 0.03% 330
2023
Q3 		$245K Buy
8,191
+28
+0.3% +$872 0.03% 302
2023
Q2 		$253K Hold
8,163
– – 0.03% 304
2023
Q1 		$235K Buy
+8,163
New +$231K 0.03% 303

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