LRI Investments’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

LRI Investments’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	$2.59M	Sell	50,010 -457	-0.9%	-$22.9K	0.21%	59
2026 Q1	$2.28M	Sell	50,467 -1,261	-2%	-$59.3K	0.2%	57
2025 Q4	$2.42M	Sell	51,728 -870	-2%	-$40.3K	0.2%	57
2025 Q3	$2.41M	Sell	52,598 -403	-0.8%	-$17.8K	0.2%	56
2025 Q2	$2.25M	Sell	53,001 -29	-0.1%	-$1.14K	0.19%	51
2025 Q1	$2.04M	Sell	53,030 -280	-0.5%	-$11.4K	0.2%	55
2024 Q4	$2.16M	Sell	53,310 -438	-0.8%	-$17.9K	0.21%	41
2024 Q3	$2.22M	Buy	53,748 +95	+0.2%	+$3.63K	0.22%	41
2024 Q2	$2.01M	Sell	53,653 -205	-0.4%	-$7.45K	0.23%	38
2024 Q1	$1.97M	Buy	+53,858	New	+$1.87M	0.5%	31

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

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

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

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

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return