Financial Engines Advisors
DFAU icon

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

Financial Engines 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 		$1.2M Sell
26,703
-80
-0.3% -$3.76K ﹤0.01% 279
2025
Q4 		$1.25M Buy
26,783
+1,982
+8% +$91.9K ﹤0.01% 287
2025
Q3 		$1.13M Buy
24,801
+63
+0.3% +$2.78K ﹤0.01% 292
2025
Q2 		$1.05M Buy
24,738
+12,273
+98% +$481K ﹤0.01% 290
2025
Q1 		$479K Hold
12,465
– – ﹤0.01% 329
2024
Q4 		$505K Buy
12,465
+5,430
+77% +$222K ﹤0.01% 327
2024
Q3 		$279K Buy
7,035
+343
+5% +$13.1K ﹤0.01% 340
2024
Q2 		$251K Buy
+6,692
New +$243K ﹤0.01% 326
2023
Q3 		– Sell
-7,268
Closed -$225K – 285
2023
Q2 		$225K Sell
7,268
-98,383
-93% -$2.88M ﹤0.01% 269
2023
Q1 		$3.04M Buy
+105,651
New +$2.99M 0.01% 112

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