MFT
DFAU icon

Moisand Fitzgerald Tamayo’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Moisand Fitzgerald Tamayo’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
Q2 		$55.3K Hold
1,069
– – 0.01% 199
2026
Q1 		$48.2K Hold
1,069
– – 0.01% 201
2025
Q4 		$50K Hold
1,069
– – 0.01% 198
2025
Q3 		$48.9K Sell
1,069
-6
-0.6% -$264 0.01% 201
2025
Q2 		$45.5K Hold
1,075
– – 0.01% 204
2025
Q1 		$41.3K Hold
1,075
– – 0.01% 210
2024
Q4 		$43.5K Sell
1,075
-31
-3% -$1.27K 0.01% 204
2024
Q3 		$43.9K Hold
1,106
– – 0.01% 207
2024
Q2 		$41.5K Hold
1,106
– – 0.01% 194
2024
Q1 		$40.4K Hold
1,106
– – 0.01% 196
2023
Q4 		$36.8K Buy
1,106
+237
+27% +$7.36K 0.01% 204
2023
Q3 		$26K Hold
869
– – 0.01% 234
2023
Q2 		$26.9K Sell
869
-1,981
-70% -$58.1K 0.01% 222
2023
Q1 		$82K Buy
2,850
+41
+1% +$1.16K 0.02% 138
2022
Q4 		$75.9K Sell
2,809
-25
-0.9% -$680 0.02% 142
2022
Q3 		$71K Sell
2,834
-3,124
-52% -$87K 0.02% 135
2022
Q2 		$157K Buy
5,958
+2,894
+94% +$83.1K 0.04% 106
2022
Q1 		$97K Sell
3,064
-2,582
-46% -$80.2K 0.04% 86
2021
Q4 		$186K Buy
5,646
+1
+0% +$32 0.05% 92
2021
Q3 		$170K Buy
5,645
+42
+0.7% +$1.3K 0.06% 94
2021
Q2 		$169K Buy
5,603
+5,087
+986% +$150K 0.06% 91
2021
Q1 		$15K Buy
+516
New +$14.1K 0.01% 183

Other funds holding DFAU

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return