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

Spire 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 Q1	$80.6K	Buy	+1,787	New	+$84K	﹤0.01%	1034
2024 Q3	–	Sell	-32,127	Closed	-$1.2M	–	2185
2024 Q2	$1.2M	Buy	32,127 +586	+2%	+$21.3K	0.04%	308
2024 Q1	$1.15M	Sell	31,541 -2,659	-8%	-$92.1K	0.02%	347
2023 Q4	$1.15M	Buy	34,200 +18,330	+116%	+$569K	0.04%	336
2023 Q3	$475K	Buy	15,870 +4,235	+36%	+$132K	0.02%	485
2023 Q2	$361K	Buy	11,635 +159	+1%	+$4.66K	0.01%	570
2023 Q1	$330K	Buy	11,476 +2,992	+35%	+$84.6K	0.01%	594
2022 Q4	$229K	Buy	8,484 +5,674	+202%	+$154K	0.01%	519
2022 Q3	$71K	Buy	2,810 +2,260	+411%	+$62.9K	﹤0.01%	824
2022 Q2	$15K	Hold	550	–	–	﹤0.01%	1768
2022 Q1	$17K	Hold	550	–	–	﹤0.01%	1867
2021 Q4	$18K	Hold	550	–	–	﹤0.01%	2151
2021 Q3	$17K	Buy	+550	New	+$17K	﹤0.01%	1920

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM