Oliver Lagore Vanvalin Investment Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024 Q4	$335K	Buy	8,271 +5,036	+156%	+$206K	0.09%	102
2024 Q3	$128K	Buy	3,235 +248	+8%	+$9.47K	0.03%	155
2024 Q2	$112K	Buy	2,987 +847	+40%	+$30.8K	0.03%	159
2024 Q1	$78.2K	Sell	2,140 -2,414	-53%	-$83.6K	0.02%	204
2023 Q4	$151K	Buy	4,554 +1,158	+34%	+$35.9K	0.06%	123
2023 Q3	$102K	Buy	3,396 +170	+5%	+$5.29K	0.04%	164
2023 Q2	$100K	Buy	3,226 +192	+6%	+$5.63K	0.04%	174
2023 Q1	$87.3K	Buy	+3,034	New	+$85.8K	0.04%	139

Other funds holding DFAU

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 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

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return