LWM
DFAU icon

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

Lakeridge 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 		$708K Sell
15,693
-344
-2% -$16.2K 0.3% 67
2025
Q4 		$751K Sell
16,037
-423
-3% -$19.6K 0.34% 55
2025
Q3 		$753K Buy
16,460
+43
+0.3% +$1.9K 0.33% 52
2025
Q2 		$695K Sell
16,417
-13,579
-45% -$532K 0.32% 56
2025
Q1 		$1.15M Sell
29,996
-5,368
-15% -$218K 0.58% 33
2024
Q4 		$1.43M Sell
35,364
-14,120
-29% -$577K 0.74% 25
2024
Q3 		$1.96M Sell
49,484
-5,974
-11% -$228K 1.08% 20
2024
Q2 		$2.08M Sell
55,458
-9,166
-14% -$333K 1.25% 17
2024
Q1 		$2.36M Sell
64,624
-7,434
-10% -$257K 1.53% 16
2023
Q4 		$2.4M Buy
+72,058
New +$2.24M 1.73% 14

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