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 Q1	$9.92M	Buy	219,760 +67,557	+44%	+$3.18M	0.46%	24
2025 Q4	$7.12M	Buy	152,203 +3,960	+3%	+$184K	0.37%	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

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