EF
DFAU icon

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

Exeter Financial’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 		$4.55M Sell
100,736
-540
-0.5% -$25.4K 1.86% 18
2025
Q4 		$4.74M Sell
101,276
-570
-0.6% -$26.4K 2.02% 13
2025
Q3 		$4.66M Buy
101,846
+5,593
+6% +$246K 2.01% 14
2025
Q2 		$4.08M Buy
96,253
+8,738
+10% +$343K 1.81% 17
2025
Q1 		$3.36M Buy
87,515
+11,911
+16% +$483K 1.51% 24
2024
Q4 		$3.06M Buy
75,604
+304
+0.4% +$12.4K 1.4% 25
2024
Q3 		$2.99M Buy
75,300
+153
+0.2% +$5.84K 1.32% 28
2024
Q2 		$2.82M Buy
75,147
+883
+1% +$32.1K 1.34% 27
2024
Q1 		$2.66M Buy
74,264
+3,306
+5% +$114K 1.23% 30
2023
Q4 		$2.34M Buy
70,958
+7,289
+11% +$226K 1.14% 36
2023
Q3 		$1.91M Buy
63,669
+13,438
+27% +$418K 1.01% 39
2023
Q2 		$1.56M Buy
50,231
+6,755
+16% +$198K 0.8% 45
2023
Q1 		$1.25M Buy
43,476
+8,839
+26% +$250K 0.63% 56
2022
Q4 		$936K Buy
34,637
+25,132
+264% +$683K 0.49% 59
2022
Q3 		$239K Buy
+9,505
New +$265K 0.14% 80

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