KIG
DFAU icon

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

Kennedy Investment 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 		$7.69M Buy
170,517
+12,080
+8% +$568K 3.01% 8
2025
Q4 		$7.41M Buy
158,437
+45,662
+40% +$2.12M 2.8% 8
2025
Q3 		$5.16M Buy
112,775
+17,283
+18% +$761K 2.05% 11
2025
Q2 		$4.05M Sell
95,492
-5,050
-5% -$198K 1.72% 12
2025
Q1 		$3.86M Buy
100,542
+47,389
+89% +$1.92M 1.79% 14
2024
Q4 		$2.15M Buy
53,153
+13,544
+34% +$553K 0.97% 24
2024
Q3 		$1.57M Buy
39,609
+17,307
+78% +$661K 0.72% 33
2024
Q2 		$836K Buy
22,302
+4,736
+27% +$172K 0.42% 60
2024
Q1 		$642K Buy
17,566
+6,122
+53% +$212K 0.34% 72
2023
Q4 		$381K Buy
11,444
+1,846
+19% +$57.3K 0.21% 91
2023
Q3 		$287K Buy
+9,598
New +$299K 0.17% 97

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