GAM
DFAU icon

Gould Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Gould Asset 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 		$954K Sell
21,150
-40
-0.2% -$1.88K 0.17% 74
2025
Q4 		$992K Buy
21,190
+855
+4% +$39.6K 0.18% 64
2025
Q3 		$931K Buy
20,335
+500
+3% +$22K 0.17% 71
2025
Q2 		$840K Sell
19,835
-410
-2% -$16.1K 0.16% 73
2025
Q1 		$778K Buy
20,245
+150
+0.7% +$6.08K 0.16% 75
2024
Q4 		$814K Sell
20,095
-680
-3% -$27.8K 0.17% 73
2024
Q3 		$825K Sell
20,775
-10
-0% -$382 0.18% 69
2024
Q2 		$779K Sell
20,785
-235
-1% -$8.54K 0.18% 71
2024
Q1 		$768K Sell
21,020
-3,270
-13% -$113K 0.19% 71
2023
Q4 		$808K Buy
24,290
+3,035
+14% +$94.2K 0.21% 55
2023
Q3 		$637K Sell
21,255
-195
-0.9% -$6.07K 0.18% 59
2023
Q2 		$665K Sell
21,450
-490
-2% -$14.4K 0.19% 61
2023
Q1 		$631K Buy
21,940
+2,790
+15% +$78.9K 0.18% 64
2022
Q4 		$517K Buy
19,150
+755
+4% +$20.5K 0.16% 78
2022
Q3 		$463K Buy
18,395
+9,770
+113% +$272K 0.16% 70
2022
Q2 		$228K Buy
+8,625
New +$248K 0.07% 123

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