First Citizens Bank & Trust’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

First Citizens Bank & Trust’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 Q2	$2.92M	Sell	56,510 -2,354	-4%	-$118K	0.04%	172
2026 Q1	$2.66M	Hold	58,864	–	–	0.06%	173
2025 Q4	$2.75M	Buy	58,864 +2,532	+4%	+$117K	0.06%	165
2025 Q3	$2.58M	Hold	56,332	–	–	0.06%	162
2025 Q2	$2.39M	Hold	56,332	–	–	0.04%	168
2025 Q1	$2.17M	Hold	56,332	–	–	0.06%	181
2024 Q4	$2.28M	Hold	56,332	–	–	0.04%	169
2024 Q3	$2.24M	Hold	56,332	–	–	0.05%	180
2024 Q2	$2.11M	Hold	56,332	–	–	0.04%	187
2024 Q1	$2.06M	Hold	56,332	–	–	0.04%	187
2023 Q4	$1.87M	Buy	56,332 +2,268	+4%	+$70.4K	0.03%	176
2023 Q3	$1.62M	Sell	54,064 -5,325	-9%	-$166K	0.03%	168
2023 Q2	$1.84M	Buy	+59,389	New	+$1.74M	0.03%	170

Other funds holding DFAU

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

55 North Private Wealth Winter Park, Florida $508M AUM

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return