SPIA
DFAU icon

Steward Partners Investment Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Steward Partners Investment Advisory’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 		$19.4K Hold
431
– – ﹤0.01% 3245
2025
Q4 		$20.2K Hold
431
– – ﹤0.01% 3140
2025
Q3 		$19.7K Hold
431
– – ﹤0.01% 3100
2025
Q2 		$18.3K Hold
431
– – ﹤0.01% 2961
2025
Q1 		$16.6K Hold
431
– – ﹤0.01% 2889
2024
Q4 		$17.5K Hold
431
– – ﹤0.01% 2862
2024
Q3 		$17.1K Hold
431
– – ﹤0.01% 2722
2024
Q2 		$16.2K Hold
431
– – ﹤0.01% 2606
2024
Q1 		$15.7K Hold
431
– – ﹤0.01% 2622
2023
Q4 		$14.3K Sell
431
-12
-3% -$373 ﹤0.01% 2552
2023
Q3 		$13.3K Hold
443
– – ﹤0.01% 2477
2023
Q2 		$13.7K Buy
443
+12
+3% +$352 ﹤0.01% 2464
2023
Q1 		$12.4K Hold
431
– – ﹤0.01% 2459
2022
Q4 		$11.6K Hold
431
– – ﹤0.01% 2488
2022
Q3 		$11K Hold
431
– – ﹤0.01% 2478
2022
Q2 		$11K Hold
431
– – ﹤0.01% 2478
2022
Q1 		$14K Hold
431
– – ﹤0.01% 2518
2021
Q4 		$14K Hold
431
– – ﹤0.01% 2466
2021
Q3 		$13K Hold
431
– – ﹤0.01% 2498
2021
Q2 		$13K Hold
431
– – ﹤0.01% 5642
2021
Q1 		$12.1K Buy
+431
New +$11.8K ﹤0.01% 2698

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