MG
DFAU icon

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

Mather 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
Q1 		$561K Hold
12,435
– – 0.01% 460
2025
Q4 		$582K Hold
12,435
– – 0.01% 376
2025
Q3 		$569K Hold
12,435
– – 0.01% 378
2025
Q2 		$527K Hold
12,435
– – 0.01% 381
2025
Q1 		$478K Hold
12,435
– – 0.01% 389
2024
Q4 		$503K Sell
12,435
-4,668
-27% -$191K 0.01% 362
2024
Q3 		$679K Sell
17,103
-2,851
-14% -$109K 0.01% 302
2024
Q2 		$729K Sell
19,954
-412
-2% -$15K 0.01% 324
2024
Q1 		$677K Hold
20,366
– – 0.01% 279
2023
Q4 		$677K Buy
20,366
+2,136
+12% +$66.3K 0.01% 289
2023
Q3 		$546K Sell
18,230
-562
-3% -$17.5K 0.01% 311
2023
Q2 		$582K Sell
18,792
-1,199
-6% -$35.2K 0.01% 319
2023
Q1 		$575K Hold
19,991
– – 0.01% 302
2022
Q4 		$540K Hold
19,991
– – 0.01% 305
2022
Q3 		$503K Sell
19,991
-678
-3% -$18.9K 0.01% 283
2022
Q2 		$546K Sell
20,669
-23,969
-54% -$688K 0.01% 238
2022
Q1 		$1.41M Sell
44,638
-2,543
-5% -$79K 0.03% 133
2021
Q4 		$1.56M Buy
47,181
+3,834
+9% +$123K 0.03% 113
2021
Q3 		$1.31M Buy
43,347
+27,132
+167% +$837K 0.03% 99
2021
Q2 		$490K Buy
16,215
+5,406
+50% +$160K 0.01% 166
2021
Q1 		$305K Buy
+10,809
New +$296K 0.01% 206

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