EFG
DFAU icon

Ethos Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Ethos Financial Group’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 		– Sell
-4,746
Closed -$222K – 548
2025
Q4 		$222K Sell
4,746
-66
-1% -$3.06K 0.02% 451
2025
Q3 		$220K Sell
4,812
-359
-7% -$15.8K 0.02% 425
2025
Q2 		$219K Sell
5,171
-7,990
-61% -$313K 0.02% 404
2025
Q1 		$533K Hold
13,161
– – 0.05% 222
2024
Q4 		$533K Buy
13,161
+284
+2% +$11.6K 0.07% 153
2024
Q3 		$511K Buy
12,877
+19
+0.1% +$726 0.08% 131
2024
Q2 		$482K Buy
12,858
+6,108
+90% +$222K 0.08% 140
2024
Q1 		$247K Buy
+6,750
New +$234K 0.05% 230

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