Longview Asset Management (California)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Longview Asset Management (California)’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	$954K	Sell	18,462 -114	-0.6%	-$5.71K	0.47%	22
2026 Q1	$838K	Hold	18,576	–	–	0.46%	21
2025 Q4	$869K	Sell	18,576 -63	-0.3%	-$2.92K	0.48%	22
2025 Q3	$853K	Sell	18,639 -347	-2%	-$15.3K	0.49%	22
2025 Q2	$804K	Sell	18,986 -206	-1%	-$8.07K	0.5%	22
2025 Q1	$738K	Sell	19,192 -90	-0.5%	-$3.65K	0.49%	21
2024 Q4	$781K	Buy	+19,282	New	+$788K	0.52%	21

Other funds holding DFAU

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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