Root Financial Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Root Financial Partners’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 Q3	$10M	Sell	190,985 -3,774	-2%	-$198K	0.34%	34
2026 Q2	$10.1M	Sell	194,759 -25,001	-11%	-$1.25M	0.39%	28
2026 Q1	$9.9M	Buy	219,760 +67,557	+44%	+$3.18M	0.46%	24
2025 Q4	$7.12M	Buy	152,203 +3,960	+3%	+$184K	0.36%	30
2025 Q3	$6.78M	Buy	148,243 +8,418	+6%	+$371K	0.42%	30
2025 Q2	$5.92M	Buy	139,825 +80,872	+137%	+$3.17M	0.57%	27
2025 Q1	$2.27M	Buy	58,953 +34,997	+146%	+$1.42M	0.24%	35
2024 Q4	$970K	Hold	23,956	–	–	0.12%	59
2024 Q3	$951K	Hold	23,956	–	–	0.15%	49
2024 Q2	$898K	Hold	23,956	–	–	0.21%	41
2024 Q1	$875K	Hold	23,956	–	–	0.26%	37
2023 Q4	$797K	Sell	23,956 -1,992	-8%	-$61.8K	0.3%	35
2023 Q3	$777K	Sell	25,948 -1,950	-7%	-$60.7K	0.41%	30
2023 Q2	$865K	Sell	27,898 -1,519	-5%	-$44.5K	0.51%	27
2023 Q1	$846K	Buy	+29,417	New	+$832K	0.6%	30

Other funds holding DFAU

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners's DFAU Position: Q3 2026 in Review

Root Financial Partners reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.9% in Q3 2026, selling an estimated $198K and leaving 190,985 shares worth $10M. The position accounts for 0.34% of the portfolio, ranked #34.

Root Financial Partners first reported a position in DFAU in Q1 2023 and has held it in 15 quarters since. The position peaked at $10.1M in Q2 2026. 259 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Root Financial Partners held 190,985 shares of Dimensional US Core Equity Market ETF worth $10M as of Q3 2026.
Root Financial Partners sold 3,774 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $198K.
Dimensional US Core Equity Market ETF made up 0.34% of Root Financial Partners's portfolio in Q3 2026, its #34 holding.
Root Financial Partners first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 15 quarters since.
Root Financial Partners's Dimensional US Core Equity Market ETF position peaked at $10.1M in Q2 2026.
259 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.