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

HTG Investment 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	$10.3M	Buy	227,572 +28,160	+14%	+$1.32M	2.93%	13
2025 Q4	$9.33M	Buy	199,412 +24,321	+14%	+$1.13M	2.87%	13
2025 Q3	$8.01M	Sell	175,091 -999	-0.6%	-$44K	2.7%	12
2025 Q2	$7.46M	Buy	176,090 +31,264	+22%	+$1.23M	2.77%	12
2025 Q1	$5.57M	Buy	144,826 +461	+0.3%	+$18.7K	2.32%	13
2024 Q4	$5.85M	Buy	144,365 +254	+0.2%	+$10.4K	2.67%	12
2024 Q3	$5.72M	Buy	144,111 +5,749	+4%	+$220K	2.7%	11
2024 Q2	$5.19M	Sell	138,362 -1,893	-1%	-$68.8K	2.8%	12
2024 Q1	$5.12M	Buy	140,255 +33,533	+31%	+$1.16M	2.97%	11
2023 Q4	$3.55M	Buy	106,722 +4,468	+4%	+$139K	2.32%	12
2023 Q3	$3.06M	Buy	102,254 +1,657	+2%	+$51.6K	2.45%	12
2023 Q2	$3.12M	Buy	100,597 +5,881	+6%	+$172K	2.57%	10
2023 Q1	$2.72M	Buy	94,716 +3,910	+4%	+$111K	2.48%	11
2022 Q4	$2.45M	Buy	+90,806	New	+$2.47M	2.48%	11

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