SIA
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Spectrum Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Spectrum Investment 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 		$29.2M Buy
646,425
+25,365
+4% +$1.19M 14.49% 1
2025
Q4 		$29.1M Sell
621,060
-4,859
-0.8% -$225K 14.57% 1
2025
Q3 		$28.6M Sell
625,919
-1,901
-0.3% -$83.8K 15.51% 1
2025
Q2 		$26.6M Buy
627,820
+23,990
+4% +$940K 15.42% 1
2025
Q1 		$23.2M Buy
603,830
+4,999
+0.8% +$203K 14.98% 1
2024
Q4 		$24.2M Buy
598,831
+5,709
+1% +$233K 16.18% 1
2024
Q3 		$23.5M Buy
593,122
+5,997
+1% +$229K 16.14% 1
2024
Q2 		$22M Buy
587,125
+19,174
+3% +$697K 16.11% 1
2024
Q1 		$20.8M Buy
567,951
+13,190
+2% +$457K 15.32% 1
2023
Q4 		$18.4M Buy
+554,761
New +$17.2M 14.63% 1

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