Creative Planning
DFAU icon

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

Creative Planning’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 		$32M Buy
709,074
+13,019
+2% +$612K 0.02% 298
2025
Q4 		$32.6M Buy
696,055
+4,009
+0.6% +$186K 0.02% 273
2025
Q3 		$31.7M Buy
692,046
+17,501
+3% +$771K 0.02% 264
2025
Q2 		$28.6M Sell
674,545
-192
-0% -$7.53K 0.02% 262
2025
Q1 		$25.9M Sell
674,737
-20,068
-3% -$814K 0.02% 265
2024
Q4 		$28.1M Buy
694,805
+2,978
+0.4% +$122K 0.03% 230
2024
Q3 		$27.5M Sell
691,827
-22,685
-3% -$866K 0.03% 221
2024
Q2 		$26.8M Buy
714,512
+7,881
+1% +$286K 0.03% 221
2024
Q1 		$25.8M Buy
706,631
+7,331
+1% +$254K 0.03% 219
2023
Q4 		$23.3M Buy
699,300
+376,500
+117% +$11.7M 0.04% 217
2023
Q3 		$9.67M Sell
322,800
-7,717
-2% -$240K 0.01% 362
2023
Q2 		$10.2M Buy
330,517
+12,116
+4% +$355K 0.01% 345
2023
Q1 		$9.16M Sell
318,401
-234,583
-42% -$6.63M 0.01% 360
2022
Q4 		$14.9M Buy
552,984
+544,435
+6,368% +$14.8M 0.02% 250
2022
Q3 		$215K Sell
8,549
-2,616
-23% -$72.8K ﹤0.01% 1863
2022
Q2 		$295K Buy
11,165
+2,473
+28% +$71K ﹤0.01% 1620
2022
Q1 		$274K Buy
+8,692
New +$270K ﹤0.01% 1689

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