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My Personal CFO LLC’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

My Personal CFO LLC’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 		$7.54M Buy
167,000
+5,488
+3% +$258K 3.3% 9
2025
Q4 		$7.56M Buy
+161,512
New +$7.49M 3.15% 9
2025
Q3 		– Sell
-159,831
Closed -$6.77M – 113
2025
Q2 		$6.77M Buy
159,831
+25,624
+19% +$1M 3.08% 7
2025
Q1 		$5.16M Sell
134,207
-2,473
-2% -$100K 2.6% 8
2024
Q4 		$5.53M Buy
136,680
+36,395
+36% +$1.49M 2.84% 8
2024
Q3 		$3.98M Sell
100,285
-19,340
-16% -$739K 2.18% 10
2024
Q2 		$4.48M Buy
119,625
+3,358
+3% +$122K 2.39% 9
2024
Q1 		$4.25M Sell
116,267
-548
-0.5% -$19K 2.45% 9
2023
Q4 		$3.88M Buy
116,815
+14,828
+15% +$460K 2.53% 9
2023
Q3 		$3.05M Buy
101,987
+2,920
+3% +$90.9K 2.47% 10
2023
Q2 		$3.07M Buy
99,067
+11,273
+13% +$331K 2.41% 11
2023
Q1 		$2.53M Buy
87,794
+79,121
+912% +$2.24M 2.16% 12
2022
Q4 		$1.37M Sell
8,673
-13,533
-61% -$368K 1.26% 19
2022
Q3 		$1.51M Sell
22,206
-23,140
-51% -$644K 2.29% 13
2022
Q2 		$1.2M Buy
45,346
+7,725
+21% +$222K 1.54% 19
2022
Q1 		$1.19M Sell
37,621
-15,031
-29% -$467K 1.23% 22
2021
Q4 		$1.74M Buy
+52,652
New +$1.69M 1.52% 16

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