Morton Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Morton Capital 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	$6.73M	Sell	149,254 -6,425	-4%	-$302K	1%	13
2025 Q4	$7.29M	Buy	155,679 +1,135	+0.7%	+$52.6K	1.12%	12
2025 Q3	$7.07M	Sell	154,544 -4,921	-3%	-$217K	1.16%	12
2025 Q2	$6.75M	Buy	159,465 +1,008	+0.6%	+$39.5K	1.2%	12
2025 Q1	$6.09M	Buy	158,457 +3,860	+2%	+$157K	1.18%	11
2024 Q4	$6.26M	Sell	154,597 -9,183	-6%	-$375K	1.18%	12
2024 Q3	$6.5M	Sell	163,780 -5,201	-3%	-$199K	1.28%	12
2024 Q2	$6.34M	Sell	168,981 -4,044	-2%	-$147K	1.5%	12
2024 Q1	$6.32M	Sell	173,025 -5,226	-3%	-$181K	1.71%	11
2023 Q4	$5.93M	Sell	178,251 -9,519	-5%	-$295K	1.76%	11
2023 Q3	$5.62M	Buy	187,770 +14,387	+8%	+$448K	1.99%	8
2023 Q2	$5.37M	Buy	173,383 +11,290	+7%	+$331K	1.83%	9
2023 Q1	$4.66M	Sell	162,093 -1,807	-1%	-$51.1K	1.65%	10
2022 Q4	$4.43M	Buy	163,900 +52,284	+47%	+$1.42M	1.73%	9
2022 Q3	$2.81M	Sell	111,616 -3,795	-3%	-$106K	1.28%	10
2022 Q2	$3.05M	Buy	+115,411	New	+$3.31M	1.33%	10

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