Shira Ridge Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Shira Ridge Wealth 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 Q2	$29.4M	Buy	568,889 +4,568	+0.8%	+$229K	10.26%	2
2026 Q1	$25.5M	Buy	564,321 +9,900	+2%	+$466K	10.08%	2
2025 Q4	$25.9M	Buy	554,421 +33,653	+6%	+$1.56M	10.42%	2
2025 Q3	$23.8M	Buy	520,768 +7,621	+1%	+$336K	10.11%	2
2025 Q2	$21.7M	Sell	513,147 -12,467	-2%	-$489K	9.93%	2
2025 Q1	$20.2M	Buy	525,614 +4,297	+0.8%	+$174K	10.07%	2
2024 Q4	$21.1M	Sell	521,317 -4,600	-0.9%	-$188K	10.33%	2
2024 Q3	$20.9M	Sell	525,917 -5,976	-1%	-$228K	10.64%	2
2024 Q2	$19.9M	Buy	531,893 +4,871	+0.9%	+$177K	11.11%	2
2024 Q1	$19.3M	Sell	527,022 -11,522	-2%	-$399K	11.02%	2
2023 Q4	$17.9M	Sell	538,544 -3,447	-0.6%	-$107K	10.75%	2
2023 Q3	$16.2M	Buy	541,991 +9,717	+2%	+$303K	10.66%	2
2023 Q2	$16.5M	Buy	532,274 +30,685	+6%	+$900K	10.34%	2
2023 Q1	$14.4M	Buy	501,589 +2,364	+0.5%	+$66.8K	9.53%	2
2022 Q4	$13.5M	Buy	+499,225	New	+$13.6M	9.29%	2

Other funds holding DFAU

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return