CFO
DFAU icon

CVA Family Office’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

CVA Family Office’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 		$37.5M Buy
831,776
+181,459
+28% +$8.53M 3.95% 3
2025
Q4 		$30.4M Buy
650,317
+166,697
+34% +$7.73M 3.5% 4
2025
Q3 		$22.1M Buy
483,620
+60,930
+14% +$2.68M 2.85% 6
2025
Q2 		$17.9M Buy
422,690
+51,350
+14% +$2.01M 2.52% 6
2025
Q1 		$14.3M Sell
371,340
-7,755
-2% -$315K 2.19% 7
2024
Q4 		$15.3M Buy
379,095
+39,924
+12% +$1.63M 2.43% 7
2024
Q3 		$13.5M Buy
339,171
+18,834
+6% +$719K 2.19% 8
2024
Q2 		$12M Buy
320,337
+11,630
+4% +$423K 2.16% 8
2024
Q1 		$11.3M Buy
308,707
+18,303
+6% +$634K 2.02% 9
2023
Q4 		$9.66M Buy
290,404
+39,107
+16% +$1.21M 1.88% 10
2023
Q3 		$7.53M Sell
251,297
-4,529
-2% -$141K 1.72% 14
2023
Q2 		$7.93M Buy
255,826
+3,664
+1% +$107K 1.66% 13
2023
Q1 		$7.25M Buy
252,162
+3,241
+1% +$91.6K 1.62% 13
2022
Q4 		$6.73M Sell
248,921
-19,127
-7% -$520K 1.63% 12
2022
Q3 		$6.74M Sell
268,048
-2,989
-1% -$83.2K 1.83% 9
2022
Q2 		$7.16M Buy
271,037
+33,355
+14% +$958K 1.95% 9
2022
Q1 		$7.49M Buy
237,682
+76,939
+48% +$2.39M 1.79% 13
2021
Q4 		$5.3M Buy
+160,743
New +$5.16M 1.32% 19
2021
Q3 		– Sell
-123,809
Closed -$3.74M – 485
2021
Q2 		$3.74M Buy
123,809
+5,701
+5% +$168K 1.06% 23
2021
Q1 		$3.33M Buy
118,108
+99,207
+525% +$2.72M 1.26% 20
2020
Q4 		$497K Buy
+18,901
New +$485K 0.31% 54

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