Intrepid Financial Planning Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Intrepid Financial Planning Group’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	$1.12M	Sell	24,811 -822	-3%	-$38.7K	0.45%	53
2025 Q4	$1.2M	Sell	25,633 -105	-0.4%	-$4.87K	0.46%	51
2025 Q3	$1.18M	Sell	25,738 -890	-3%	-$39.2K	0.45%	52
2025 Q2	$1.13M	Hold	26,628	–	–	0.47%	51
2025 Q1	$1.02M	Sell	26,628 -2,007	-7%	-$81.4K	0.47%	45
2024 Q4	$1.16M	Sell	28,635 -888	-3%	-$36.3K	0.49%	45
2024 Q3	$1.17M	Sell	29,523 -114	-0.4%	-$4.35K	0.5%	46
2024 Q2	$1.11M	Hold	29,637	–	–	0.48%	44
2024 Q1	$1.08M	Sell	29,637 -441	-1%	-$15.3K	0.47%	47
2023 Q4	$1M	Sell	30,078 -436	-1%	-$13.5K	0.48%	42
2023 Q3	$914K	Sell	30,514 -82	-0.3%	-$2.55K	0.47%	42
2023 Q2	$948K	Sell	30,596 -23	-0.1%	-$674	0.46%	44
2023 Q1	$881K	Sell	30,619 -1,230	-4%	-$34.8K	0.44%	45
2022 Q4	$861K	Sell	31,849 -5,545	-15%	-$151K	0.47%	45
2022 Q3	$940K	Sell	37,394 -1,810	-5%	-$50.4K	0.53%	40
2022 Q2	$1.04M	Buy	+39,204	New	+$1.13M	0.57%	39

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