Essential Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Essential Planning’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	$51.1M	Sell	1,132,361 -34,025	-3%	-$1.6M	16.25%	2
2025 Q4	$54.6M	Sell	1,166,386 -56,890	-5%	-$2.64M	17.41%	1
2025 Q3	$56M	Sell	1,223,276 -46,386	-4%	-$2.04M	19.27%	2
2025 Q2	$53.8M	Buy	1,269,662 +16,419	+1%	+$644K	20.02%	2
2025 Q1	$48.2M	Sell	1,253,243 -76,559,683	-98%	-$3.11B	19.41%	2
2024 Q4	$3.18B	Buy	77,812,926 +76,574,185	+6,182%	+$3.13B	20.7%	2
2024 Q3	$49.2M	Buy	1,238,741 +14,073	+1%	+$538K	20.17%	2
2024 Q2	$45.9M	Buy	1,224,668 +45,938	+4%	+$1.67M	20.2%	2
2024 Q1	$39.2M	Buy	1,178,730 +1,490	+0.1%	+$51.6K	19.63%	2
2023 Q4	$39.1M	Buy	1,177,240 +939	+0.1%	+$29.1K	19.76%	2
2023 Q3	$35.3M	Buy	1,176,301 +64,189	+6%	+$2M	19.55%	2
2023 Q2	$34.5M	Buy	1,112,112 +11,797	+1%	+$346K	19.65%	2
2023 Q1	$31.6M	Buy	1,100,315 +182,743	+20%	+$5.17M	19.17%	2
2022 Q4	$23.1M	Buy	917,572 +880,762	+2,393%	+$23.9M	17.72%	2
2022 Q3	$926K	Buy	+36,810	New	+$1.02M	5.34%	4

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