IFA
DFAU icon

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

Index Fund 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 		$313K Buy
6,926
+17
+0.2% +$799 0.01% 106
2025
Q4 		$323K Sell
6,909
-248
-3% -$11.5K 0.02% 115
2025
Q3 		$327K Buy
7,157
+19
+0.3% +$837 0.02% 112
2025
Q2 		$302K Buy
7,138
+75
+1% +$2.94K 0.02% 117
2025
Q1 		$272K Buy
7,063
+110
+2% +$4.46K 0.02% 73
2024
Q4 		$282K Buy
6,953
+137
+2% +$5.6K 0.02% 86
2024
Q3 		$271K Hold
6,816
– – 0.01% 88
2024
Q2 		$256K Hold
6,816
– – 0.01% 83
2024
Q1 		$249K Hold
6,816
– – 0.01% 83
2023
Q4 		$227K Hold
6,816
– – 0.01% 83
2023
Q3 		$204K Hold
6,816
– – 0.01% 94
2023
Q2 		$211K Buy
+6,816
New +$200K 0.01% 80
2022
Q2 		– Sell
-6,885
Closed -$217K – 91
2022
Q1 		$217K Sell
6,885
-3,326
-33% -$103K 0.02% 91
2021
Q4 		$337K Buy
+10,211
New +$328K 0.02% 75

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