FinDec Wealth Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

FinDec Wealth Services’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	$9.69M	Sell	214,662 -31,508	-13%	-$1.48M	11.84%	4
2025 Q4	$11.5M	Sell	246,170 -17,753	-7%	-$823K	12.36%	4
2025 Q3	$12.1M	Sell	263,923 -18,178	-6%	-$801K	12.5%	4
2025 Q2	$11.9M	Sell	282,101 -30,970	-10%	-$1.21M	12.5%	3
2025 Q1	$12M	Buy	313,071 +37,715	+14%	+$1.53M	11.9%	3
2024 Q4	$11.1M	Sell	275,356 -54,607	-17%	-$2.23M	7.74%	3
2024 Q3	$13.1M	Buy	329,963 +2,524	+0.8%	+$96.4K	7.6%	3
2024 Q2	$12.3M	Sell	327,439 -5,752	-2%	-$209K	7.75%	3
2024 Q1	$12.2M	Sell	333,191 -4,962	-1%	-$172K	7.65%	2
2023 Q4	$11.2M	Buy	338,153 +28,920	+9%	+$898K	7.51%	2
2023 Q3	$9.26M	Buy	309,233 +6,651	+2%	+$207K	6.69%	3
2023 Q2	$9.38M	Buy	302,582 +2,818	+0.9%	+$82.6K	6.56%	3
2023 Q1	$8.62M	Sell	299,764 -67,167	-18%	-$1.9M	6.52%	3
2022 Q4	$9.91M	Buy	+366,931	New	+$9.97M	8.19%	3

Other funds holding DFAU

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

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

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

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

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

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

Mars Jewett Financial Group Bellevue, Washington $316M AUM