MOS
DFAU icon

MGO One Seven’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

MGO One Seven’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 		$849K Sell
18,816
-22,397
-54% -$1.05M 0.02% 719
2025
Q4 		$1.93M Buy
41,213
+634
+2% +$29.4K 0.04% 452
2025
Q3 		$1.86M Sell
40,579
-879
-2% -$38.7K 0.04% 425
2025
Q2 		$1.76M Sell
41,458
-5,235
-11% -$205K 0.06% 371
2025
Q1 		$1.79M Sell
46,693
-21,204
-31% -$860K 0.07% 303
2024
Q4 		$2.75M Sell
67,897
-228
-0.3% -$9.31K 0.11% 218
2024
Q3 		$2.7M Buy
68,125
+2,714
+4% +$104K 0.12% 200
2024
Q2 		$2.45M Buy
65,411
+3,402
+5% +$124K 0.12% 196
2024
Q1 		$2.27M Buy
62,009
+4,813
+8% +$167K 0.12% 195
2023
Q4 		$1.9M Buy
57,196
+2,098
+4% +$65.1K 0.11% 211
2023
Q3 		$1.65M Buy
55,098
+37,270
+209% +$1.16M 0.13% 184
2023
Q2 		$552K Buy
17,828
+1,441
+9% +$42.3K 0.05% 389
2023
Q1 		$471K Sell
16,387
-10,643
-39% -$301K 0.03% 490
2022
Q4 		$730K Sell
27,030
-2,783
-9% -$75.6K 0.07% 298
2022
Q3 		$749 Buy
29,813
+3,798
+15% +$106K 0.03% 300
2022
Q2 		$688K Buy
26,015
+366
+1% +$10.5K 0.09% 242
2022
Q1 		$808K Sell
25,649
-1,524
-6% -$47.3K 0.09% 253
2021
Q4 		$897K Buy
27,173
+7,657
+39% +$246K 0.09% 245
2021
Q3 		$626K Buy
+19,516
New +$602K 0.08% 286

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