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Meridian Wealth Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Meridian Wealth Partners’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 		$50.3M Buy
1,115,216
+37,088
+3% +$1.74M 6.91% 4
2025
Q4 		$50.5M Sell
1,078,128
-33,330
-3% -$1.54M 6.95% 4
2025
Q3 		$50.9M Sell
1,111,458
-712,651
-39% -$31.4M 7% 4
2025
Q2 		$77.3M Buy
1,824,109
+12,148
+0.7% +$476K 11.2% 3
2025
Q1 		$69.7M Sell
1,811,961
-34,803
-2% -$1.41M 11.12% 3
2024
Q4 		$74.8M Buy
1,846,764
+17,108
+0.9% +$699K 11.34% 2
2024
Q3 		$72.6M Sell
1,829,656
-76,777
-4% -$2.93M 11.29% 3
2024
Q2 		$71.5M Buy
1,906,433
+5,806
+0.3% +$211K 12.62% 2
2024
Q1 		$69.4M Buy
1,900,627
+26,188
+1% +$907K 12.53% 2
2023
Q4 		$62.3M Sell
1,874,439
-24,755
-1% -$768K 11.9% 2
2023
Q3 		$56.9M Buy
1,899,194
+30,447
+2% +$948K 11.84% 2
2023
Q2 		$57.9M Buy
1,868,747
+54,522
+3% +$1.6M 11.89% 2
2023
Q1 		$52.2M Buy
1,814,225
+13,865
+0.8% +$392K 11.36% 2
2022
Q4 		$48.6M Buy
1,800,360
+64,950
+4% +$1.77M 11.25% 2
2022
Q3 		$43.6M Sell
1,735,410
-821,351
-32% -$22.9M 10.92% 3
2022
Q2 		$67.6M Buy
2,556,761
+35,606
+1% +$1.02M 16.04% 2
2022
Q1 		$79.5M Buy
2,521,155
+62,837
+3% +$1.95M 16.72% 2
2021
Q4 		$81.1M Sell
2,458,318
-1,677
-0.1% -$53.8K 16.25% 2
2021
Q3 		$74.1M Buy
2,459,995
+6,676
+0.3% +$206K 16.04% 2
2021
Q2 		$74.1M Buy
2,453,319
+5,387
+0.2% +$159K 17.3% 2
2021
Q1 		$69M Buy
+2,447,932
New +$67.1M 20.74% 1

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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