Forvis Mazars Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Forvis Mazars Wealth Advisors’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	$11.2M	Sell	248,284 -53,993	-18%	-$2.54M	0.21%	54
2025 Q4	$14.1M	Sell	302,277 -26,963	-8%	-$1.25M	0.27%	46
2025 Q3	$15.1M	Sell	329,240 -47,669	-13%	-$2.1M	0.3%	46
2025 Q2	$16M	Sell	376,909 -126,685	-25%	-$4.97M	0.34%	43
2025 Q1	$19.4M	Sell	503,594 -242,814	-33%	-$9.85M	0.46%	36
2024 Q4	$30.2M	Sell	746,408 -29,013	-4%	-$1.19M	0.7%	24
2024 Q3	$30.8M	Sell	775,421 -16,314	-2%	-$623K	0.71%	27
2024 Q2	$29.7M	Buy	791,735 +16,677	+2%	+$606K	0.74%	27
2024 Q1	$28.3M	Buy	775,058 +57,668	+8%	+$2M	0.72%	27
2023 Q4	$23.9M	Buy	717,390 +45,828	+7%	+$1.42M	0.66%	29
2023 Q3	$20.1M	Buy	671,562 +59,689	+10%	+$1.86M	0.61%	30
2023 Q2	$19M	Buy	611,873 +73,346	+14%	+$2.15M	0.56%	34
2023 Q1	$15.5M	Buy	538,527 +115,023	+27%	+$3.25M	0.51%	35
2022 Q4	$11.4M	Buy	423,504 +99,318	+31%	+$2.7M	0.4%	49
2022 Q3	$8.15M	Buy	324,186 +67,043	+26%	+$1.87M	0.33%	51
2022 Q2	$6.8M	Buy	+257,143	New	+$7.38M	0.27%	57

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