Red Lighthouse Investment Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Red Lighthouse Investment 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	$3.52M	Hold	78,084	–	–	1.19%	13
2025 Q4	$3.65M	Hold	78,084	–	–	1.31%	12
2025 Q3	$3.57M	Hold	78,084	–	–	1.25%	12
2025 Q2	$3.31M	Buy	78,084 +101	+0.1%	+$3.96K	1.26%	12
2025 Q1	$2.85M	Sell	77,983 -101	-0.1%	-$4.1K	1.16%	15
2024 Q4	$3.16M	Buy	78,084 +101	+0.1%	+$4.13K	1.25%	12
2024 Q3	$3.1M	Hold	77,983	–	–	1.21%	13
2024 Q2	$2.92M	Hold	77,983	–	–	1.22%	12
2024 Q1	$2.85M	Hold	77,983	–	–	1.15%	16
2023 Q4	$2.59M	Hold	77,983	–	–	1.09%	16
2023 Q3	$2.34M	Hold	77,983	–	–	1.1%	16
2023 Q2	$2.42M	Hold	77,983	–	–	1.1%	16
2023 Q1	$2.24M	Hold	77,983	–	–	1.09%	17
2022 Q4	$2.11M	Buy	+77,983	New	+$2.12M	1.06%	18

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