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

Exencial 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
2026
Q1 		$975K Buy
21,615
+50
+0.2% +$2.35K 0.03% 298
2025
Q4 		$1.01M Sell
21,565
-93
-0.4% -$4.31K 0.03% 293
2025
Q3 		$991K Buy
21,658
+191
+0.9% +$8.41K 0.03% 290
2025
Q2 		$909K Buy
21,467
+223
+1% +$8.74K 0.03% 293
2025
Q1 		$817K Sell
21,244
-832
-4% -$33.8K 0.03% 304
2024
Q4 		$894K Buy
22,076
+10,650
+93% +$435K 0.03% 296
2024
Q3 		$453K Buy
11,426
+205
+2% +$7.83K 0.02% 376
2024
Q2 		$421K Buy
11,221
+512
+5% +$18.6K 0.02% 380
2024
Q1 		$391K Buy
10,709
+1,312
+14% +$45.4K 0.01% 398
2023
Q4 		$312K Buy
9,397
+1,755
+23% +$54.5K 0.01% 417
2023
Q3 		$229K Hold
7,642
– – 0.01% 393
2023
Q2 		$237K Hold
7,642
– – 0.01% 401
2023
Q1 		$220K Hold
7,642
– – 0.01% 391
2022
Q4 		$206K Buy
+7,642
New +$208K 0.01% 407

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