Pine Harbor Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Pine Harbor Wealth 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	$295K	Hold	6,545	–	–	0.09%	81
2025 Q4	$306K	Hold	6,545	–	–	0.09%	75
2025 Q3	$299K	Hold	6,545	–	–	0.1%	80
2025 Q2	$277K	Hold	6,545	–	–	0.1%	81
2025 Q1	$252K	Hold	6,545	–	–	0.1%	78
2024 Q4	$265K	Hold	6,545	–	–	0.11%	79
2024 Q3	$260K	Hold	6,545	–	–	0.13%	83
2024 Q2	$245K	Hold	6,545	–	–	0.14%	81
2024 Q1	$239K	Hold	6,545	–	–	0.15%	81
2023 Q4	$218K	Buy	+6,545	New	+$203K	0.17%	91

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