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

Financial Synergies 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
2024 Q2	–	Sell	-76	Closed	-$2.77K	–	160
2024 Q1	$2.77K	Buy	76 +1	+1%	+$35	﹤0.01%	293
2023 Q4	$2.02K	Hold	75	–	–	﹤0.01%	245
2023 Q3	$2.26K	Hold	75	–	–	﹤0.01%	295
2023 Q2	$2.33K	Hold	75	–	–	﹤0.01%	290
2023 Q1	$2.15K	Hold	75	–	–	﹤0.01%	298
2022 Q4	$2.02K	Buy	75 +37	+97%	+$1.01K	﹤0.01%	245
2022 Q3	$966	Buy	38 +8	+27%	+$223	﹤0.01%	301
2022 Q2	$800	Buy	+30	New	+$861	﹤0.01%	334

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return