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SOL Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

SOL Capital 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
Q1 		– Sell
-20,973
Closed -$982K – 114
2025
Q4 		$982K Buy
20,973
+900
+4% +$41.7K 0.09% 176
2025
Q3 		$919K Sell
20,073
-2,752
-12% -$121K 0.08% 177
2025
Q2 		$967K Buy
22,825
+600
+3% +$23.5K 0.09% 171
2025
Q1 		$854K Hold
22,225
– – 0.09% 172
2024
Q4 		$900K Buy
22,225
+700
+3% +$28.6K 0.1% 165
2024
Q3 		$854K Hold
21,525
– – 0.09% 179
2024
Q2 		$807K Sell
21,525
-225
-1% -$8.18K 0.1% 177
2024
Q1 		$795K Hold
21,750
– – 0.1% 182
2023
Q4 		$723K Buy
21,750
+8,600
+65% +$267K 0.1% 185
2023
Q3 		$394K Buy
13,150
+1,375
+12% +$42.8K 0.06% 227
2023
Q2 		$365K Hold
11,775
– – 0.06% 233
2023
Q1 		$339K Buy
11,775
+350
+3% +$9.89K 0.06% 236
2022
Q4 		$309K Buy
+11,425
New +$311K 0.05% 231

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