SHFA
DFAU icon

SC&H Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

SC&H Financial Advisors’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 		$39.4M Buy
873,258
+30,470
+4% +$1.43M 5.94% 3
2025
Q4 		$39.4M Buy
842,788
+29,245
+4% +$1.36M 6.1% 3
2025
Q3 		$37.2M Buy
813,543
+1,059
+0.1% +$46.7K 6.07% 3
2025
Q2 		$34.4M Buy
812,484
+34,798
+4% +$1.36M 5.88% 3
2025
Q1 		$29.9M Buy
777,686
+45,722
+6% +$1.85M 5.88% 3
2024
Q4 		$29.6M Buy
731,964
+27,131
+4% +$1.11M 6.12% 3
2024
Q3 		$28M Buy
704,833
+32,757
+5% +$1.25M 6.11% 3
2024
Q2 		$25.2M Buy
672,076
+30,580
+5% +$1.11M 6.17% 3
2024
Q1 		$23.4M Buy
641,496
+33,131
+5% +$1.15M 6.1% 3
2023
Q4 		$20.2M Buy
608,365
+45,725
+8% +$1.42M 5.83% 3
2023
Q3 		$16.9M Buy
562,640
+56,521
+11% +$1.76M 5.6% 3
2023
Q2 		$15.7M Buy
506,119
+15,035
+3% +$441K 5.18% 3
2023
Q1 		$14.1M Buy
491,084
+70,276
+17% +$1.99M 5.15% 3
2022
Q4 		$11.4M Buy
420,808
+85,138
+25% +$2.31M 4.71% 4
2022
Q3 		$8.44M Buy
335,670
+38,907
+13% +$1.08M 4.22% 4
2022
Q2 		$7.84M Buy
296,763
+133,188
+81% +$3.82M 3.66% 6
2022
Q1 		$5.16M Buy
163,575
+109,455
+202% +$3.4M 2.45% 9
2021
Q4 		$1.79M Buy
+54,120
New +$1.74M 0.99% 23

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AAS
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
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM