Melfa Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Melfa Wealth Management’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	$3.18M	Sell	70,452 -666	-0.9%	-$31.3K	1.83%	10
2025 Q4	$3.33M	Buy	71,118 +6	+0%	+$278	1.92%	8
2025 Q3	$3.25M	Sell	71,112 -663	-0.9%	-$29.2K	1.91%	10
2025 Q2	$3.04M	Buy	71,775 +71	+0.1%	+$2.78K	1.92%	10
2025 Q1	$2.76M	Sell	71,704 -1,452	-2%	-$58.9K	1.86%	8
2024 Q4	$2.96M	Buy	73,156 +89	+0.1%	+$3.64K	1.98%	7
2024 Q3	$2.9M	Sell	73,067 -2,736	-4%	-$105K	1.91%	6
2024 Q2	$2.84M	Sell	75,803 -329	-0.4%	-$12K	1.99%	6
2024 Q1	$2.78M	Buy	76,132 +1,899	+3%	+$65.8K	2.01%	6
2023 Q4	$2.47M	Sell	74,233 -171	-0.2%	-$5.31K	2.32%	8
2023 Q3	$2.23M	Buy	74,404 +5,820	+8%	+$181K	2.42%	7
2023 Q2	$2.13M	Sell	68,584 -1,541	-2%	-$45.2K	2.15%	11
2023 Q1	$2.02M	Buy	70,125 +1,217	+2%	+$34.4K	2.02%	11
2022 Q4	$1.86M	Buy	+68,908	New	+$1.87M	1.95%	12

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