FWI
DFAU icon

Facet Wealth Inc’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Facet Wealth Inc’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 		$510K Buy
11,296
+3,042
+37% +$143K 0.01% 173
2025
Q4 		$396K Buy
8,254
+1,596
+24% +$74K 0.01% 182
2025
Q3 		$305K Hold
6,658
– – 0.01% 160
2025
Q2 		$289K Sell
6,658
-571
-8% -$22.4K 0.01% 137
2025
Q1 		$279K Hold
7,229
– – 0.01% 114
2024
Q4 		$301K Buy
7,229
+642
+10% +$26.2K 0.01% 112
2024
Q3 		$260K Hold
6,587
– – 0.01% 120
2024
Q2 		$248K Hold
6,587
– – 0.01% 118
2024
Q1 		$237K Buy
+6,587
New +$228K 0.01% 105

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