Mark Sheptoff Financial Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-770	Closed	-$36K	–	526
2025 Q4	$36K	Hold	770	–	–	0.02%	220
2025 Q3	$35.2K	Hold	770	–	–	0.02%	219
2025 Q2	$32.6K	Hold	770	–	–	0.02%	218
2025 Q1	$29.6K	Hold	770	–	–	0.02%	210
2024 Q4	$31.2K	Hold	770	–	–	0.02%	215
2024 Q3	$30.6K	Hold	770	–	–	0.02%	211
2024 Q2	$28.9K	Hold	770	–	–	0.02%	227
2024 Q1	$28.1K	Buy	770 +220	+40%	+$7.62K	0.02%	216
2023 Q4	$18.3K	Hold	550	–	–	0.01%	238
2023 Q3	$16.5K	Hold	550	–	–	0.01%	224
2023 Q2	$17K	Hold	550	–	–	0.01%	234
2023 Q1	$15.8K	Hold	550	–	–	0.01%	229
2022 Q4	$14.9K	Hold	550	–	–	0.01%	242
2022 Q3	$14K	Hold	550	–	–	0.01%	229
2022 Q2	$15K	Buy	+550	New	+$15.8K	0.01%	236

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM