Dopkins Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Dopkins Wealth Management’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	$264K	Sell	5,861 -146	-2%	-$6.87K	0.11%	77
2025 Q4	$281K	Sell	6,007 -211	-3%	-$9.78K	0.11%	70
2025 Q3	$285K	Sell	6,218 -191	-3%	-$8.41K	0.12%	68
2025 Q2	$272K	Sell	6,409 -5,442	-46%	-$213K	0.12%	67
2025 Q1	$456K	Sell	11,851 -1,102	-9%	-$44.7K	0.23%	53
2024 Q4	$524K	Buy	+12,953	New	+$529K	0.27%	55
2024 Q3	–	Sell	-15,546	Closed	-$583K	–	70
2024 Q2	$583K	Sell	15,546 -2,070	-12%	-$75.2K	0.35%	39
2024 Q1	$644K	Buy	17,616 +3,098	+21%	+$107K	0.39%	34
2023 Q4	$483K	Sell	14,518 -3,175	-18%	-$98.6K	0.38%	28
2023 Q3	$530K	Buy	17,693 +3,175	+22%	+$98.8K	0.4%	31
2023 Q2	$450K	Sell	14,518 -7,000	-33%	-$205K	0.4%	25
2023 Q1	$619K	Hold	21,518	–	–	0.58%	19
2022 Q4	$581K	Hold	21,518	–	–	0.51%	26
2022 Q3	$541K	Hold	21,518	–	–	0.61%	20
2022 Q2	$569K	Sell	21,518 -1,930	-8%	-$55.4K	0.61%	18
2022 Q1	$739K	Sell	23,448 -101	-0.4%	-$3.14K	0.8%	15
2021 Q4	$777K	Buy	+23,549	New	+$756K	0.77%	15

Other funds holding DFAU

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

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

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

Mars Jewett Financial Group Bellevue, Washington $316M AUM