LPL Financial
DFAU icon

LPL Financial’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

LPL Financial’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 		$47.5M Sell
1,052,401
-5,601
-0.5% -$263K 0.01% 945
2025
Q4 		$49.5M Buy
1,058,002
+130,379
+14% +$6.04M 0.01% 879
2025
Q3 		$42.4M Buy
927,623
+100,174
+12% +$4.41M 0.01% 927
2025
Q2 		$35.1M Buy
827,449
+83,051
+11% +$3.26M 0.01% 940
2025
Q1 		$28.6M Buy
744,398
+153,606
+26% +$6.23M 0.01% 943
2024
Q4 		$23.9M Sell
590,792
-39,945
-6% -$1.63M 0.01% 992
2024
Q3 		$25M Buy
630,737
+44,805
+8% +$1.71M 0.01% 928
2024
Q2 		$22M Buy
585,932
+97,644
+20% +$3.55M 0.01% 920
2024
Q1 		$17.8M Buy
488,288
+247,872
+103% +$8.58M 0.01% 988
2023
Q4 		$7.99M Sell
240,416
-4,344
-2% -$135K ﹤0.01% 1381
2023
Q3 		$7.33M Buy
244,760
+14,153
+6% +$441K 0.01% 1353
2023
Q2 		$7.15M Buy
230,607
+30,813
+15% +$904K 0.01% 1360
2023
Q1 		$5.75M Sell
199,794
-85,617
-30% -$2.42M ﹤0.01% 1418
2022
Q4 		$7.71M Buy
285,411
+233,283
+448% +$6.34M 0.01% 1188
2022
Q3 		$1.31M Buy
52,128
+26,522
+104% +$739K ﹤0.01% 2327
2022
Q2 		$677K Buy
+25,606
New +$735K ﹤0.01% 2923

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