Phillips Financial Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Phillips Financial 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	$63.3K	Sell	1,402 -259	-16%	-$12.2K	﹤0.01%	226
2025 Q4	$77.8K	Buy	1,661 +1	+0.1%	+$46	0.01%	237
2025 Q3	$76K	Buy	1,660 +2	+0.1%	+$88	0.01%	243
2025 Q2	$70.3K	Sell	1,658 -288	-15%	-$11.3K	0.01%	214
2025 Q1	$74.8K	Buy	1,946 +1	+0.1%	+$41	0.01%	204
2024 Q4	$78.8K	Buy	1,945 +2	+0.1%	+$82	0.01%	202
2024 Q3	$77.1K	Buy	1,943 +1	+0.1%	+$38	0.01%	209
2024 Q2	$72.8K	Buy	1,942 +2	+0.1%	+$73	0.01%	209
2024 Q1	$70.9K	Buy	1,940 +1	+0.1%	+$35	0.01%	205
2023 Q4	$64.5K	Sell	1,939 -4,510	-70%	-$140K	0.01%	188
2023 Q3	$193K	Buy	6,449 +2	+0%	+$62	0.02%	159
2023 Q2	$200K	Sell	6,447 -14,372	-69%	-$421K	0.02%	160
2023 Q1	$599K	Buy	20,819 +15	+0.1%	+$424	0.06%	119
2022 Q4	$562K	Sell	20,804 -162	-0.8%	-$4.4K	0.06%	109
2022 Q3	$527K	Buy	20,966 +61	+0.3%	+$1.7K	0.06%	111
2022 Q2	$553K	Buy	20,905 +436	+2%	+$12.5K	0.06%	94
2022 Q1	$645K	Buy	+20,469	New	+$636K	0.06%	99

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