Disciplined Investments’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-878	Closed	-$27.2K	–	473
2023 Q2	$27.2K	Hold	878	–	–	0.01%	259
2023 Q1	$25.3K	Buy	878 +179	+26%	+$5.06K	0.01%	291
2022 Q4	$18.9K	Hold	699	–	–	0.01%	287
2022 Q3	$18K	Hold	699	–	–	0.01%	315
2022 Q2	$18K	Hold	699	–	–	0.01%	327
2022 Q1	$22K	Hold	699	–	–	0.01%	318
2021 Q4	$23K	Buy	699 +613	+713%	+$19.7K	0.01%	291
2021 Q3	$3K	Hold	86	–	–	﹤0.01%	367
2021 Q2	$3K	Buy	+86	New	+$2.54K	﹤0.01%	357

Other funds holding DFAU

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return