Equitable Holdings’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Equitable Holdings’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	$285K	Buy	6,092 +1,017	+20%	+$47.8K	﹤0.01%	1481
2025 Q4	$238K	Buy	5,075 +165	+3%	+$7.65K	﹤0.01%	1436
2025 Q3	$225K	Buy	+4,910	New	+$216K	﹤0.01%	1399
2024 Q4	–	Sell	-5,116	Closed	-$203K	–	1285
2024 Q3	$203K	Buy	+5,116	New	+$195K	﹤0.01%	1189
2024 Q1	–	Sell	-8,713	Closed	-$290K	–	1173
2023 Q4	$290K	Buy	+8,713	New	+$270K	﹤0.01%	953
2023 Q3	–	Sell	-7,825	Closed	-$242K	–	1077
2023 Q2	$242K	Hold	7,825	–	–	﹤0.01%	926
2023 Q1	$225K	Hold	7,825	–	–	﹤0.01%	885
2022 Q4	$211K	Buy	+7,825	New	+$213K	﹤0.01%	839
2022 Q3	–	Sell	-11,531	Closed	-$305K	–	876
2022 Q2	$305K	Buy	+11,531	New	+$331K	0.01%	687

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