EverSource Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

EverSource Wealth Advisors’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
2025 Q1	–	Sell	-9	Closed	-$367	–	4058
2024 Q4	$367	Hold	9	–	–	﹤0.01%	3292
2024 Q3	$360	Sell	9 -55	-86%	-$2.1K	﹤0.01%	2915
2024 Q2	$2.45K	Hold	64	–	–	﹤0.01%	2481
2024 Q1	$2.24K	Buy	64 +55	+611%	+$1.91K	﹤0.01%	2340
2023 Q4	$301	Hold	9	–	–	﹤0.01%	2572
2023 Q3	$272	Hold	9	–	–	﹤0.01%	2434
2023 Q2	$281	Hold	9	–	–	﹤0.01%	2402
2023 Q1	$261	Hold	9	–	–	﹤0.01%	2301
2022 Q4	$244	Hold	9	–	–	﹤0.01%	2249
2022 Q3	$0	Sell	9 -4,547	-100%	-$127K	﹤0.01%	1998
2022 Q2	$120K	Buy	4,556 +4,547	+50,522%	+$131K	0.03%	334
2022 Q1	$0	Buy	+9	New	+$280	﹤0.01%	1739

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

HWM

Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return

SIG

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

EverSource Wealth Advisors's DFAU Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2025, closing a stake of 9 shares — an estimated $367 sold.

EverSource Wealth Advisors first reported a position in DFAU in Q1 2022 and held it in 12 quarters. The position peaked at $120K in Q2 2022. 477 funds tracked by Wall St. Rank hold DFAU as of Q1 2025.

EverSource Wealth Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 9 Dimensional US Core Equity Market ETF shares in Q1 2025, an estimated $367.
EverSource Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and held it in 12 quarters.
EverSource Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $120K in Q2 2022.
477 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.