Physician Wealth Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Physician Wealth Solutions’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 Q2	$38M	Buy	735,418 +21,655	+3%	+$1.08M	14.41%	1
2026 Q1	$32.2M	Buy	713,763 +56,845	+9%	+$2.67M	13.33%	1
2025 Q4	$30.7M	Buy	656,918 +8,698	+1%	+$403K	13.04%	1
2025 Q3	$29.7M	Sell	648,220 -610	-0.1%	-$26.9K	12.95%	1
2025 Q2	$27.5M	Buy	648,830 +42,124	+7%	+$1.65M	12.75%	1
2025 Q1	$23.3M	Sell	606,706 -31,005	-5%	-$1.26M	11.72%	1
2024 Q4	$25.8M	Buy	637,711 +6,851	+1%	+$280K	12.93%	1
2024 Q3	$25.3M	Buy	630,860 +228,314	+57%	+$8.72M	12.61%	1
2024 Q2	$15.1M	Buy	402,546 +72,584	+22%	+$2.64M	10.77%	1
2024 Q1	$12.1M	Buy	329,962 +43,207	+15%	+$1.5M	10.12%	1
2023 Q4	$9.53M	Buy	+286,755	New	+$8.9M	9.52%	1

Other funds holding DFAU

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return