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DFAU icon

Csenge Advisory Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Csenge Advisory 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
Q1 		$973K Sell
21,568
-1,208
-5% -$56.8K 0.04% 301
2025
Q4 		$1.07M Buy
22,776
+99
+0.4% +$4.59K 0.05% 295
2025
Q3 		$1.04M Buy
22,677
+486
+2% +$21.4K 0.05% 283
2025
Q2 		$896K Buy
22,191
+1,142
+5% +$44.8K 0.05% 284
2025
Q1 		$759K Buy
21,049
+970
+5% +$39.3K 0.04% 300
2024
Q4 		$813K Sell
20,079
-2,265
-10% -$92.5K 0.04% 311
2024
Q3 		$896K Buy
22,344
+2,711
+14% +$104K 0.05% 295
2024
Q2 		$736K Buy
19,633
+4,664
+31% +$169K 0.04% 317
2024
Q1 		$547K Buy
14,969
+1,486
+11% +$51.5K 0.03% 409
2023
Q4 		$448K Buy
13,483
+454
+3% +$14.1K 0.03% 428
2023
Q3 		$390K Buy
13,029
+1,320
+11% +$41.1K 0.03% 430
2023
Q2 		$363K Sell
11,709
-606
-5% -$17.8K 0.02% 448
2023
Q1 		$354K Sell
12,315
-1,668
-12% -$47.2K 0.03% 429
2022
Q4 		$378K Sell
13,983
-263
-2% -$7.15K 0.03% 406
2022
Q3 		$358K Buy
+14,246
New +$397K 0.03% 412

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