Stifel Financial
DFAU icon

Stifel Financial’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Stifel Financial’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 		$25.4M Buy
562,616
+15,945
+3% +$750K 0.02% 548
2025
Q4 		$25.6M Sell
546,671
-35,281
-6% -$1.64M 0.02% 554
2025
Q3 		$26.6M Sell
581,952
-1,508
-0.3% -$66.4K 0.02% 533
2025
Q2 		$24.7M Sell
583,460
-3,517
-0.6% -$138K 0.02% 521
2025
Q1 		$22.6M Buy
586,977
+1,484
+0.3% +$60.2K 0.02% 524
2024
Q4 		$23.7M Buy
585,493
+920
+0.2% +$37.6K 0.02% 513
2024
Q3 		$23.2M Sell
584,573
-32,815
-5% -$1.25M 0.02% 524
2024
Q2 		$23.1M Buy
617,388
+9,057
+1% +$329K 0.03% 489
2024
Q1 		$22.2M Sell
608,331
-15,964
-3% -$553K 0.03% 512
2023
Q4 		$20.8M Buy
624,295
+2,035
+0.3% +$63.2K 0.03% 503
2023
Q3 		$18.6M Sell
622,260
-32,261
-5% -$1M 0.03% 488
2023
Q2 		$20.3M Buy
654,521
+5,876
+0.9% +$172K 0.03% 474
2023
Q1 		$18.7M Buy
648,645
+22,822
+4% +$645K 0.03% 487
2022
Q4 		$16.9M Buy
625,823
+51,053
+9% +$1.39M 0.03% 494
2022
Q3 		$14.5M Buy
574,770
+17,442
+3% +$486K 0.02% 520
2022
Q2 		$14.7M Buy
557,328
+9,645
+2% +$277K 0.02% 531
2022
Q1 		$17.3M Buy
547,683
+167,781
+44% +$5.21M 0.02% 547
2021
Q4 		$12.5M Buy
379,902
+127,058
+50% +$4.08M 0.02% 650
2021
Q3 		$7.62M Buy
252,844
+170,867
+208% +$5.27M 0.01% 827
2021
Q2 		$2.48M Buy
+81,977
New +$2.42M ﹤0.01% 1464

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