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

LAM 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 Q2	$380K	Sell	7,345 -215	-3%	-$10.8K	0.19%	70
2026 Q1	$341K	Buy	7,560 +5	+0.1%	+$235	0.19%	71
2025 Q4	$354K	Sell	7,555 -5,250	-41%	-$243K	0.2%	71
2025 Q3	$586K	Sell	12,805 -95	-0.7%	-$4.19K	0.36%	57
2025 Q2	$546K	Buy	12,900 +770	+6%	+$30.2K	0.37%	56
2025 Q1	$466K	Sell	12,130 -410	-3%	-$16.6K	0.34%	56
2024 Q4	$508K	Buy	12,540 +25	+0.2%	+$1.02K	0.36%	58
2024 Q3	$497K	Buy	12,515 +110	+0.9%	+$4.2K	0.35%	58
2024 Q2	$465K	Sell	12,405 -40	-0.3%	-$1.45K	0.39%	54
2024 Q1	$455K	Sell	12,445 -5	-0%	-$173	0.37%	55
2023 Q4	$414K	Buy	12,450 +350	+3%	+$10.9K	0.38%	52
2023 Q3	$362K	Buy	12,100 +20	+0.2%	+$623	0.36%	52
2023 Q2	$374K	Sell	12,080 -155	-1%	-$4.54K	0.35%	50
2023 Q1	$352K	Buy	12,235 +2,890	+31%	+$81.7K	0.35%	49
2022 Q4	$253K	Buy	+9,345	New	+$254K	0.26%	53

Other funds holding DFAU

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return