Forum Private Client Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Forum Private Client Group’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	$1.62M	Buy	35,827 +4,160	+13%	+$196K	0.54%	27
2025 Q4	$1.48M	Buy	31,667 +693	+2%	+$32.1K	0.51%	29
2025 Q3	$1.42M	Sell	30,974 -320	-1%	-$14.1K	0.51%	28
2025 Q2	$1.33M	Sell	31,294 -1,306	-4%	-$51.2K	0.51%	27
2025 Q1	$1.25M	Buy	32,600 +2,381	+8%	+$96.6K	0.54%	28
2024 Q4	$1.22M	Sell	30,219 -5,766	-16%	-$236K	0.54%	28
2024 Q3	$1.43M	Sell	35,985 -2,643	-7%	-$101K	0.63%	27
2024 Q2	$1.45M	Sell	38,628 -7,477	-16%	-$272K	0.69%	26
2024 Q1	$1.68M	Sell	46,105 -4,527	-9%	-$157K	0.81%	25
2023 Q4	$1.68M	Buy	+50,632	New	+$1.57M	0.88%	24
2023 Q3	–	Sell	-59,745	Closed	-$1.85M	–	15
2023 Q2	$1.85M	Buy	59,745 +2,008	+3%	+$58.9K	1.06%	25
2023 Q1	$1.66M	Sell	57,737 -314	-0.5%	-$8.88K	1.05%	27
2022 Q4	$1.57M	Buy	58,051 +2,856	+5%	+$77.6K	1.08%	26
2022 Q3	$1.39M	Buy	55,195 +108	+0.2%	+$3.01K	1.04%	26
2022 Q2	$1.46M	Buy	55,087 +6,089	+12%	+$175K	1.06%	26
2022 Q1	$1.54M	Buy	+48,998	New	+$1.52M	1.2%	22

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