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	–	4060
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%	1999
2022 Q2	$120K	Buy	4,556 +4,547	+50,522%	+$131K	0.03%	334
2022 Q1	$0	Buy	+9	New	+$280	﹤0.01%	1740

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

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

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