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

Meritas 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	$2.8M	Hold	62,102	–	–	1.27%	13
2025 Q4	$2.91M	Hold	62,102	–	–	1.4%	14
2025 Q3	$2.84M	Hold	62,102	–	–	1.41%	14
2025 Q2	$2.63M	Sell	62,102 -2,387	-4%	-$93.6K	1.45%	13
2025 Q1	$2.48M	Sell	64,489 -3,168	-5%	-$129K	1.45%	13
2024 Q4	$2.74M	Hold	67,657	–	–	1.65%	13
2024 Q3	$2.69M	Sell	67,657 -970	-1%	-$37K	1.66%	11
2024 Q2	$2.57M	Sell	68,627 -7,445	-10%	-$271K	1.81%	11
2024 Q1	$2.78M	Sell	76,072 -11,889	-14%	-$412K	1.93%	11
2023 Q4	$2.92M	Hold	87,961	–	–	2.19%	10
2023 Q3	$2.63M	Sell	87,961 -8,275	-9%	-$258K	2.02%	9
2023 Q2	$2.98M	Hold	96,236	–	–	2.24%	9
2023 Q1	$2.77M	Sell	96,236 -6,538	-6%	-$185K	2.18%	9
2022 Q4	$2.78M	Buy	+102,774	New	+$2.79M	2.29%	9

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