Glassman Wealth Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Glassman Wealth Services’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	$445K	Hold	9,860	–	–	0.06%	52
2025 Q4	$461K	Hold	9,860	–	–	0.06%	53
2025 Q3	$451K	Hold	9,860	–	–	0.06%	49
2025 Q2	$418K	Hold	9,860	–	–	0.06%	48
2025 Q1	$379K	Hold	9,860	–	–	0.06%	45
2024 Q4	$399K	Buy	9,860 +1,050	+12%	+$42.9K	0.07%	41
2024 Q3	$350K	Hold	8,810	–	–	0.06%	46
2024 Q2	$330K	Hold	8,810	–	–	0.06%	50
2024 Q1	$322K	Hold	8,810	–	–	0.07%	50
2023 Q4	$293K	Hold	8,810	–	–	0.04%	140
2023 Q3	$264K	Buy	8,810 +1,950	+28%	+$60.7K	0.04%	134
2023 Q2	$213K	Buy	6,860 +500	+8%	+$14.7K	0.03%	164
2023 Q1	$183K	Buy	6,360 +1,000	+19%	+$28.3K	0.03%	184
2022 Q4	$145K	Buy	+5,360	New	+$146K	0.03%	219

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