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Diversified Portfolios Inc’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Diversified Portfolios Inc’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 		$7.35M Sell
162,939
-3,820
-2% -$180K 0.6% 34
2025
Q4 		$7.8M Sell
166,759
-1,059
-0.6% -$49.1K 0.65% 33
2025
Q3 		$7.68M Sell
167,818
-8,914
-5% -$393K 0.68% 31
2025
Q2 		$7.49M Sell
176,732
-5,580
-3% -$219K 0.71% 31
2025
Q1 		$7.01M Buy
182,312
+7,442
+4% +$302K 0.74% 31
2024
Q4 		$7.08M Sell
174,870
-4,206
-2% -$172K 0.77% 32
2024
Q3 		$7.11M Sell
179,076
-13,997
-7% -$535K 0.8% 32
2024
Q2 		$7.24M Buy
193,073
+8,925
+5% +$324K 0.95% 24
2024
Q1 		$6.73M Sell
184,148
-3,892
-2% -$135K 0.95% 23
2023
Q4 		$6.25M Sell
188,040
-4,514
-2% -$140K 0.98% 22
2023
Q3 		$5.77M Buy
192,554
+4,877
+3% +$152K 1.09% 20
2023
Q2 		$5.82M Sell
187,677
-8,189
-4% -$240K 1.17% 20
2023
Q1 		$5.64M Sell
195,866
-3,525
-2% -$99.7K 1.25% 20
2022
Q4 		$5.39M Buy
199,391
+11,023
+6% +$300K 1.23% 20
2022
Q3 		$4.74M Sell
188,368
-3,398
-2% -$94.6K 1.27% 19
2022
Q2 		$5.07M Buy
191,766
+92,437
+93% +$2.65M 1.41% 15
2022
Q1 		$3.13M Buy
99,329
+70,865
+249% +$2.2M 0.75% 26
2021
Q4 		$939K Buy
28,464
+21,577
+313% +$692K 0.23% 58
2021
Q3 		$208K Buy
+6,887
New +$213K 0.06% 114

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