Great Point Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Great Point 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	$13.9M	Sell	308,167 -1,303	-0.4%	-$61.3K	2.57%	13
2025 Q4	$14.5M	Sell	309,470 -3,386	-1%	-$157K	2.64%	13
2025 Q3	$14.3M	Buy	+312,856	New	+$13.8M	2.69%	13
2025 Q1	$12.3M	Sell	319,687 -2,650	-0.8%	-$108K	2.66%	13
2024 Q4	$13.1M	Sell	322,337 -1,790	-0.6%	-$73.1K	2.85%	13
2024 Q3	$12.9M	Sell	324,127 -299	-0.1%	-$11.4K	2.75%	13
2024 Q2	$12.2M	Sell	324,426 -3,043	-0.9%	-$111K	2.78%	13
2024 Q1	$12M	Sell	327,469 -8,424	-3%	-$292K	2.79%	13
2023 Q4	$11.2M	Sell	335,893 -15,812	-4%	-$491K	2.9%	12
2023 Q3	$10.5M	Buy	351,705 +6,652	+2%	+$207K	3.16%	9
2023 Q2	$10.7M	Sell	345,053 -1,661	-0.5%	-$48.7K	3.21%	9
2023 Q1	$9.97M	Sell	346,714 -3,004	-0.9%	-$84.9K	3.16%	9
2022 Q4	$9.45M	Buy	349,718 +100,757	+40%	+$2.74M	3.17%	12
2022 Q3	$6.26M	Sell	248,961 -341,823	-58%	-$9.52M	2.33%	14
2022 Q2	$15.6M	Buy	+590,784	New	+$17M	5.53%	5

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