FMB Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

FMB Wealth Management’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	$9.81M	Sell	217,434 -630	-0.3%	-$29.6K	4.06%	7
2025 Q4	$10.2M	Buy	218,064 +872	+0.4%	+$40.4K	4.03%	6
2025 Q3	$9.94M	Sell	217,192 -1,078	-0.5%	-$47.5K	4.21%	6
2025 Q2	$9.25M	Sell	218,270 -10,613	-5%	-$416K	4.4%	6
2025 Q1	$8.8M	Buy	228,883 +24,038	+12%	+$975K	4.87%	6
2024 Q4	$8.29M	Buy	204,845 +6,071	+3%	+$248K	4.67%	5
2024 Q3	$7.89M	Sell	198,774 -435	-0.2%	-$16.6K	4.46%	5
2024 Q2	$7.47M	Sell	199,209 -345	-0.2%	-$12.5K	5.68%	3
2024 Q1	$7.29M	Buy	199,554 +3,509	+2%	+$122K	5.82%	3
2023 Q4	$6.52M	Sell	196,045 -3,894	-2%	-$121K	5.96%	3
2023 Q3	$5.99M	Buy	199,939 +20,811	+12%	+$648K	6.43%	3
2023 Q2	$5.55M	Buy	179,128 +67,351	+60%	+$1.97M	5.89%	3
2023 Q1	$3.22M	Buy	111,777 +2,066	+2%	+$58.4K	3.84%	9
2022 Q4	$2.96M	Buy	+109,711	New	+$2.98M	3.82%	9

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