Morling Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Morling Financial Advisors’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	$24.3M	Buy	538,875 +8,228	+2%	+$387K	7.49%	6
2025 Q4	$24.8M	Buy	530,647 +9,440	+2%	+$438K	7.83%	5
2025 Q3	$23.9M	Buy	521,207 +2,510	+0.5%	+$111K	7.92%	5
2025 Q2	$22M	Buy	518,697 +5,736	+1%	+$225K	7.2%	6
2025 Q1	$19.7M	Buy	512,961 +10,297	+2%	+$418K	6.79%	5
2024 Q4	$20.4M	Buy	502,664 +10,891	+2%	+$445K	7.1%	4
2024 Q3	$19.5M	Buy	491,773 +18,843	+4%	+$720K	7.44%	4
2024 Q2	$17.7M	Buy	472,930 +8,865	+2%	+$322K	7.73%	4
2024 Q1	$17M	Buy	464,065 +417,092	+888%	+$14.4M	9.7%	3
2023 Q4	$1.56M	Buy	46,973 +1,074	+2%	+$33.3K	1.26%	14
2023 Q3	$1.37M	Buy	45,899 +498	+1%	+$15.5K	1.36%	14
2023 Q2	$1.41M	Buy	45,401 +5,991	+15%	+$176K	1.35%	15
2023 Q1	$1.13M	Buy	39,410 +4,782	+14%	+$135K	1.22%	17
2022 Q4	$936K	Sell	34,628 -131,558	-79%	-$3.58M	1.2%	20
2022 Q3	$4.18M	Sell	166,186 -8,375	-5%	-$233K	5.69%	6
2022 Q2	$4.61M	Buy	+174,561	New	+$5.01M	6.04%	6

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