FCG
DFAU icon

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

Financial Connections Group’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 		$43.4M Sell
962,980
-2,983
-0.3% -$140K 15.11% 1
2025
Q4 		$45.2M Buy
965,963
+217,782
+29% +$10.1M 15.54% 1
2025
Q3 		$34.2M Sell
748,181
-19,478
-3% -$858K 13.36% 1
2025
Q2 		$32.5M Sell
767,659
-67,364
-8% -$2.64M 13.41% 1
2025
Q1 		$32.1M Buy
835,023
+101,372
+14% +$4.11M 14.41% 1
2024
Q4 		$29.7M Buy
733,651
+18,155
+3% +$742K 14.28% 1
2024
Q3 		$28.4M Sell
715,496
-11,530
-2% -$440K 13.96% 1
2024
Q2 		$27.3M Buy
727,026
+26,224
+4% +$953K 14.14% 1
2024
Q1 		$25.6M Buy
700,802
+88,051
+14% +$3.05M 28.05% 1
2023
Q4 		$20.4M Buy
612,751
+152,345
+33% +$4.73M 13.19% 1
2023
Q3 		$13.8M Buy
460,406
+176,794
+62% +$5.5M 17.01% 1
2023
Q2 		$8.79M Buy
283,612
+2,229
+0.8% +$65.4K 5.76% 4
2023
Q1 		$8.1M Buy
281,383
+5,602
+2% +$158K 5.75% 4
2022
Q4 		$7.45M Buy
275,781
+894
+0.3% +$24.3K 5.88% 4
2022
Q3 		$6.91M Buy
274,887
+30,079
+12% +$838K 5.83% 4
2022
Q2 		$6.47M Buy
244,808
+38,648
+19% +$1.11M 5.7% 3
2022
Q1 		$6.5M Buy
206,160
+6,952
+3% +$216K 6.54% 3
2021
Q4 		$6.57M Buy
+199,208
New +$6.39M 6.47% 4

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