Envestnet Portfolio Solutions
DFAU icon

Envestnet Portfolio Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Envestnet Portfolio Solutions’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 		$589K Buy
13,061
+6
+0% +$282 ﹤0.01% 826
2025
Q4 		$611K Sell
13,055
-624
-5% -$28.9K ﹤0.01% 965
2025
Q3 		$626K Sell
13,679
-484
-3% -$21.3K ﹤0.01% 935
2025
Q2 		$600K Buy
14,163
+48
+0.3% +$1.88K ﹤0.01% 1011
2025
Q1 		$543K Sell
14,115
-28
-0.2% -$1.14K ﹤0.01% 1013
2024
Q4 		$573K Sell
14,143
-16
-0.1% -$654 ﹤0.01% 1172
2024
Q3 		$562K Sell
14,159
-499
-3% -$19.1K ﹤0.01% 1137
2024
Q2 		$550K Sell
14,658
-292
-2% -$10.6K ﹤0.01% 1098
2024
Q1 		$546K Buy
14,950
+481
+3% +$16.7K ﹤0.01% 1085
2023
Q4 		$481K Buy
14,469
+33
+0.2% +$1.02K ﹤0.01% 1071
2023
Q3 		$432K Buy
+14,436
New +$449K ﹤0.01% 1047

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