HR
DFAU icon

Hardy Reed’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Hardy Reed’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 		$6.35M Buy
140,803
+332
+0.2% +$15.6K 0.46% 29
2025
Q4 		$6.57M Hold
140,471
– – 0.47% 29
2025
Q3 		$6.43M Hold
140,471
– – 0.47% 30
2025
Q2 		$5.95M Sell
140,471
-84
-0.1% -$3.29K 0.48% 28
2025
Q1 		$5.4M Hold
140,555
– – 0.48% 28
2024
Q4 		$5.69M Hold
140,555
– – 0.5% 29
2024
Q3 		$5.58M Sell
140,555
-200
-0.1% -$7.64K 0.5% 28
2024
Q2 		$5.28M Sell
140,755
-1,497
-1% -$54.4K 0.53% 28
2024
Q1 		$5.2M Hold
142,252
– – 0.65% 23
2023
Q4 		$4.73M Sell
142,252
-4,556
-3% -$141K 0.64% 22
2023
Q3 		$4.4M Sell
146,808
-39,532
-21% -$1.23M 0.8% 15
2023
Q2 		$5.77M Sell
186,340
-1,924
-1% -$56.4K 1.02% 12
2023
Q1 		$5.42M Sell
188,264
-7,485
-4% -$212K 0.95% 13
2022
Q4 		$5.29M Sell
195,749
-36,482
-16% -$992K 1% 14
2022
Q3 		$5.84M Sell
232,231
-17,013
-7% -$474K 1.29% 11
2022
Q2 		$6.59M Sell
249,244
-15,677
-6% -$450K 1.41% 11
2022
Q1 		$8.35M Sell
264,921
-4,719
-2% -$147K 1.57% 10
2021
Q4 		$8.9M Sell
269,640
-89
-0% -$2.86K 1.47% 12
2021
Q3 		$8.13M Sell
269,729
-7,273
-3% -$224K 1.45% 12
2021
Q2 		$8.37M Sell
277,002
-12,917
-4% -$382K 1.49% 14
2021
Q1 		$8.17M Buy
289,919
+261,462
+919% +$7.17M 1.57% 14
2020
Q4 		$748K Buy
+28,457
New +$730K 0.16% 41

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