HFA
DFAU icon

Highland Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Highland Financial 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
Q2 		$41.1M Sell
794,482
-15,771
-2% -$789K 9.03% 4
2026
Q1 		$36.6M Buy
810,253
+65,925
+9% +$3.1M 9.65% 4
2025
Q4 		$34.8M Buy
744,328
+16,349
+2% +$758K 9.66% 3
2025
Q3 		$33.3M Buy
727,979
+33,684
+5% +$1.48M 9.55% 4
2025
Q2 		$29.4M Buy
694,295
+15,643
+2% +$613K 9.44% 4
2025
Q1 		$26.1M Buy
678,652
+42,375
+7% +$1.72M 9.33% 3
2024
Q4 		$25.8M Buy
636,277
+11,531
+2% +$471K 8.92% 4
2024
Q3 		$24.8M Buy
624,746
+18,051
+3% +$689K 8.81% 4
2024
Q2 		$22.7M Buy
606,695
+76,038
+14% +$2.76M 8.46% 3
2024
Q1 		$19.4M Sell
530,657
-6,935
-1% -$240K 7.76% 5
2023
Q4 		$17.9M Buy
537,592
+14,643
+3% +$455K 7.77% 5
2023
Q3 		$15.7M Sell
522,949
-724
-0.1% -$22.5K 8.11% 5
2023
Q2 		$16.2M Sell
523,673
-840
-0.2% -$24.6K 8.36% 3
2023
Q1 		$15.1M Buy
524,513
+11,342
+2% +$321K 8.19% 3
2022
Q4 		$13.9M Buy
513,171
+89,157
+21% +$2.42M 8.16% 4
2022
Q3 		$10.7M Buy
424,014
+59,215
+16% +$1.65M 7.4% 5
2022
Q2 		$9.64M Buy
+364,799
New +$10.5M 6.61% 5

Other funds holding DFAU

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return