JIC
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Joel Isaacson & Co’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Joel Isaacson & Co’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
2025
Q4 		– Sell
-6,762
Closed -$309K – 465
2025
Q3 		$309K Buy
6,762
+18
+0.3% +$793 0.01% 343
2025
Q2 		$286K Buy
6,744
+18
+0.3% +$706 0.01% 337
2025
Q1 		$259K Buy
6,726
+16
+0.2% +$649 0.01% 341
2024
Q4 		$272K Buy
6,710
+26
+0.4% +$1.06K 0.01% 313
2024
Q3 		$265K Buy
+6,684
New +$255K 0.01% 306
2022
Q2 		– Sell
-10,572
Closed -$324K – 305
2022
Q1 		$324K Buy
10,572
+2,024
+24% +$62.9K 0.02% 242
2021
Q4 		$282K Buy
+8,548
New +$274K 0.02% 263

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return