Emprise Bank’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Emprise Bank’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 Q2	$287K	Sell	5,549 -4	-0.1%	-$200	0.11%	85
2026 Q1	$251K	Hold	5,553	–	–	0.1%	90
2025 Q4	$260K	Hold	5,553	–	–	0.11%	92
2025 Q3	$254K	Hold	5,553	–	–	0.11%	94
2025 Q2	$235K	Hold	5,553	–	–	0.11%	93
2025 Q1	$213K	Sell	5,553 -6,172	-53%	-$250K	0.11%	95
2024 Q4	$475K	Buy	11,725 +3,296	+39%	+$135K	0.27%	65
2024 Q3	$335K	Sell	8,429 -1,464	-15%	-$55.9K	0.19%	74
2024 Q2	$371K	Sell	9,893 -596	-6%	-$21.7K	0.23%	77
2024 Q1	$383K	Buy	+10,489	New	+$363K	0.26%	75

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Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return