Rather & Kittrell’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Rather & Kittrell’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	$5.61M	Buy	124,436 +4,336	+4%	+$204K	0.87%	17
2025 Q4	$5.62M	Buy	120,100 +1,604	+1%	+$74.3K	0.91%	17
2025 Q3	$5.42M	Buy	118,496 +176	+0.1%	+$7.75K	0.95%	17
2025 Q2	$5.01M	Buy	118,320 +2,672	+2%	+$105K	0.99%	17
2025 Q1	$4.45M	Buy	115,648 +2,764	+2%	+$112K	0.96%	17
2024 Q4	$4.57M	Sell	112,884 -2,330	-2%	-$95.2K	1.07%	17
2024 Q3	$4.57M	Sell	115,214 -7,681	-6%	-$293K	1.12%	17
2024 Q2	$4.61M	Sell	122,895 -3,896	-3%	-$142K	1.27%	17
2024 Q1	$4.63M	Sell	126,791 -5,648	-4%	-$196K	1.39%	17
2023 Q4	$4.4M	Buy	132,439 +19,637	+17%	+$610K	1.54%	16
2023 Q3	$3.38M	Sell	112,802 -2,782	-2%	-$86.6K	1.36%	15
2023 Q2	$3.58M	Buy	115,584 +1,915	+2%	+$56.2K	1.5%	15
2023 Q1	$3.27M	Buy	113,669 +4,131	+4%	+$117K	1.49%	16
2022 Q4	$2.96M	Buy	109,538 +72,045	+192%	+$1.96M	1.57%	15
2022 Q3	$942K	Buy	37,493 +14,834	+65%	+$413K	0.99%	27
2022 Q2	$598K	Buy	+22,659	New	+$651K	0.66%	28

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