Perfromance Wealth Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Perfromance Wealth Partners’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
2025 Q1	–	Sell	-7,352	Closed	-$298K	–	175
2024 Q4	$298K	Sell	7,352 -1,425	-16%	-$58.2K	0.01%	133
2024 Q3	$348K	Sell	8,777 -2,553	-23%	-$97.5K	0.01%	127
2024 Q2	$425K	Buy	+11,330	New	+$412K	0.02%	95
2024 Q1	–	Sell	-11,614	Closed	-$386K	–	170
2023 Q4	$386K	Hold	11,614	–	–	0.02%	116
2023 Q3	$348K	Hold	11,614	–	–	0.02%	127
2023 Q2	$359K	Buy	+11,614	New	+$341K	0.02%	136

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 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

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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

Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return

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