RW
DFAU icon

RVW Wealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

RVW Wealth’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
Q2 		$249M Buy
4,825,000
+194,465
+4% +$9.73M 16.42% 1
2026
Q1 		$209M Buy
4,630,535
+118,160
+3% +$5.56M 16.27% 1
2025
Q4 		$211M Buy
4,512,375
+13,137
+0.3% +$609K 16.13% 1
2025
Q3 		$206M Buy
4,499,238
+167,569
+4% +$7.38M 16.07% 1
2025
Q2 		$183M Buy
4,331,669
+1,557,053
+56% +$61M 15.58% 1
2025
Q1 		$107M Buy
2,774,616
+1,325,860
+92% +$53.8M 10.04% 1
2024
Q4 		$58.7M Buy
1,448,756
+161,905
+13% +$6.61M 5.47% 3
2024
Q3 		$51.1M Buy
1,286,851
+43,704
+4% +$1.67M 4.74% 5
2024
Q2 		$46.6M Buy
1,243,147
+3,609
+0.3% +$131K 4.65% 4
2024
Q1 		$45.3M Buy
1,239,538
+14,810
+1% +$513K 4.65% 4
2023
Q4 		$40.7M Buy
1,224,728
+44,399
+4% +$1.38M 4.47% 4
2023
Q3 		$35.4M Buy
1,180,329
+27,669
+2% +$861K 4.26% 4
2023
Q2 		$35.7M Buy
1,152,660
+69,170
+6% +$2.03M 4.22% 3
2023
Q1 		$31.2M Buy
1,083,490
+33,408
+3% +$944K 3.87% 3
2022
Q4 		$28.4M Buy
1,050,082
+649,683
+162% +$17.7M 3.61% 4
2022
Q3 		$10.1M Buy
400,399
+93,892
+31% +$2.61M 1.41% 28
2022
Q2 		$8.1M Buy
306,507
+292,653
+2,112% +$8.4M 1.09% 34
2022
Q1 		$437K Buy
+13,854
New +$430K 0.05% 98

Other funds holding DFAU

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return