Jackson Thornton Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Jackson Thornton Wealth Management’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	$14.1M	Sell	299,017 -2,571	-0.9%	-$121K	1.27%	14
2025 Q4	$14.4M	Sell	301,588 -4,359	-1%	-$202K	1.36%	14
2025 Q3	$14.1M	Buy	305,947 +1,203	+0.4%	+$53K	1.43%	14
2025 Q2	$13M	Buy	304,744 +2,596	+0.9%	+$102K	1.49%	14
2025 Q1	$10.9M	Buy	302,148 +67,221	+29%	+$2.73M	1.45%	14
2024 Q4	$9.51M	Buy	234,927 +9,570	+4%	+$391K	1.2%	14
2024 Q3	$8.94M	Sell	225,357 -1,358	-0.6%	-$51.9K	1.18%	15
2024 Q2	$8.5M	Sell	226,715 -5,349	-2%	-$194K	1.3%	13
2024 Q1	$8.48M	Sell	232,064 -2,245	-1%	-$77.7K	1.44%	11
2023 Q4	$7.79M	Buy	234,309 +138,757	+145%	+$4.31M	1.43%	11
2023 Q3	$2.86M	Buy	95,552 +1,678	+2%	+$52.2K	0.59%	15
2023 Q2	$2.91M	Buy	93,874 +1,186	+1%	+$34.8K	0.59%	15
2023 Q1	$2.67M	Buy	92,688 +14,906	+19%	+$421K	0.6%	13
2022 Q4	$2.1M	Buy	77,782 +24,231	+45%	+$659K	0.5%	11
2022 Q3	$1.35M	Buy	+53,551	New	+$1.49M	0.37%	12

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