IAG
DFAU icon

Investment Advisory Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Investment Advisory 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 		$984K Sell
21,812
-399
-2% -$18.8K 0.25% 79
2025
Q4 		$1.04M Sell
22,211
-210
-0.9% -$9.73K 0.27% 73
2025
Q3 		$1.03M Buy
22,421
+5
+0% +$220 0.28% 72
2025
Q2 		$950K Buy
22,416
+151
+0.7% +$5.92K 0.29% 69
2025
Q1 		$856K Buy
22,265
+414
+2% +$16.8K 0.29% 73
2024
Q4 		$885K Buy
21,851
+298
+1% +$12.2K 0.3% 67
2024
Q3 		$855K Sell
21,553
-238
-1% -$9.09K 0.3% 68
2024
Q2 		$817K Buy
21,791
+7,372
+51% +$268K 0.32% 64
2024
Q1 		$527K Buy
14,419
+2,573
+22% +$89.1K 0.22% 82
2023
Q4 		$394K Buy
11,846
+4,662
+65% +$145K 0.18% 91
2023
Q3 		$215K Buy
7,184
+5
+0.1% +$156 0.11% 130
2023
Q2 		$222K Buy
+7,179
New +$211K 0.11% 126

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