HighTower Advisors
DFAU icon

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

HighTower 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 		$2.49M Sell
55,289
-46,426
-46% -$2.18M ﹤0.01% 1585
2025
Q4 		$4.76M Buy
101,715
+33,793
+50% +$1.57M 0.01% 1193
2025
Q3 		$3.11M Buy
67,922
+32,481
+92% +$1.43M ﹤0.01% 1386
2025
Q2 		$1.5M Sell
35,441
-1,017
-3% -$39.9K ﹤0.01% 1742
2025
Q1 		$1.4M Sell
36,458
-7,980
-18% -$324K ﹤0.01% 1739
2024
Q4 		$1.8M Sell
44,438
-98
-0.2% -$4K ﹤0.01% 1579
2024
Q3 		$1.77M Buy
44,536
+2
+0% +$76 ﹤0.01% 1591
2024
Q2 		$1.67M Buy
44,534
+3,980
+10% +$145K ﹤0.01% 1550
2024
Q1 		$1.48M Buy
40,554
+1
+0% +$35 ﹤0.01% 1581
2023
Q4 		$1.35M Sell
40,553
-949
-2% -$29.5K ﹤0.01% 1679
2023
Q3 		$1.24M Buy
41,502
+5
+0% +$156 ﹤0.01% 1639
2023
Q2 		$1.29M Sell
41,497
-2,724
-6% -$79.9K ﹤0.01% 1614
2023
Q1 		$1.27M Sell
44,221
-1,109
-2% -$31.4K ﹤0.01% 1543
2022
Q4 		$1.23M Sell
45,330
-2,069
-4% -$56.2K ﹤0.01% 1558
2022
Q3 		$1.19M Buy
+47,399
New +$1.32M ﹤0.01% 1511
2022
Q2 		– Sell
-52,016
Closed -$1.64M – 3305
2022
Q1 		$1.64M Buy
52,016
+45,182
+661% +$1.4M ﹤0.01% 1486
2021
Q4 		$224K Buy
+6,834
New +$219K ﹤0.01% 2673

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