FFM
DFAU icon

Forum Financial Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Forum Financial 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 		$1.87M Buy
41,381
+1
+0% +$47 0.03% 85
2025
Q4 		$1.94M Buy
41,380
+4,953
+14% +$230K 0.03% 147
2025
Q3 		$1.67M Buy
36,427
+25
+0.1% +$1.1K 0.02% 155
2025
Q2 		$1.54M Sell
36,402
-7
-0% -$274 0.02% 156
2025
Q1 		$1.4M Buy
36,409
+110
+0.3% +$4.46K 0.02% 166
2024
Q4 		$1.47M Sell
36,299
-142
-0.4% -$5.8K 0.02% 159
2024
Q3 		$1.45M Buy
36,441
+1
+0% +$38 0.02% 142
2024
Q2 		$1.37M Buy
36,440
+6
+0% +$218 0.02% 139
2024
Q1 		$1.33M Hold
36,434
– – 0.02% 158
2023
Q4 		$1.21M Sell
36,434
-6
-0% -$186 0.02% 143
2023
Q3 		$1.09M Sell
36,440
-119
-0.3% -$3.71K 0.02% 146
2023
Q2 		$1.13M Buy
+36,559
New +$1.07M 0.03% 146

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