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

Geneos 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 		$84.6K Buy
1,875
+1
+0.1% +$47 ﹤0.01% 1228
2025
Q4 		$87.7K Hold
1,874
– – ﹤0.01% 1189
2025
Q3 		$85.7K Sell
1,874
-9,574
-84% -$422K ﹤0.01% 1171
2025
Q2 		$485K Sell
11,448
-12,119
-51% -$475K 0.01% 716
2025
Q1 		$906K Buy
23,567
+21,010
+822% +$852K 0.01% 696
2024
Q4 		$104K Sell
2,557
-453
-15% -$18.5K ﹤0.01% 1056
2024
Q3 		$119K Buy
3,010
+1,139
+61% +$43.5K ﹤0.01% 912
2024
Q2 		$70.1K Buy
1,871
+256
+16% +$9.3K ﹤0.01% 966
2024
Q1 		$59K Sell
1,615
-615
-28% -$21.3K ﹤0.01% 1013
2023
Q4 		$74.1K Buy
2,230
+1,615
+263% +$50.1K ﹤0.01% 939
2023
Q3 		$18.4K Hold
615
– – ﹤0.01% 1400
2023
Q2 		$19.1K Hold
615
– – ﹤0.01% 1393
2023
Q1 		$17.7K Buy
+615
New +$17.4K ﹤0.01% 1386
2022
Q4 		– Sell
-289
Closed -$7K – 2035
2022
Q3 		$7K Buy
+289
New +$8.05K ﹤0.01% 1607

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