TD Waterhouse Canada’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

TD Waterhouse Canada’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	$188K	Hold	4,145	–	–	﹤0.01%	1052
2025 Q4	$194K	Hold	4,145	–	–	﹤0.01%	897
2025 Q3	$190K	Hold	4,145	–	–	﹤0.01%	885
2025 Q2	$176K	Sell	4,145 -2,146	-34%	-$84.1K	﹤0.01%	851
2025 Q1	$213K	Hold	6,291	–	–	﹤0.01%	778
2024 Q4	$255K	Hold	6,291	–	–	﹤0.01%	758
2024 Q3	$247K	Hold	6,291	–	–	﹤0.01%	743
2024 Q2	$236K	Hold	6,291	–	–	﹤0.01%	738
2024 Q1	$228K	Hold	6,291	–	–	﹤0.01%	749
2023 Q4	$205K	Hold	6,291	–	–	﹤0.01%	677
2023 Q3	$188K	Hold	6,291	–	–	﹤0.01%	652
2023 Q2	$195K	Hold	6,291	–	–	﹤0.01%	667
2023 Q1	$181K	Hold	6,291	–	–	﹤0.01%	669
2022 Q4	$169K	Hold	6,291	–	–	﹤0.01%	675
2022 Q3	$162K	Hold	6,291	–	–	﹤0.01%	700
2022 Q2	$168K	Hold	6,291	–	–	﹤0.01%	710
2022 Q1	$198K	Hold	6,291	–	–	﹤0.01%	721
2021 Q4	$209K	Buy	+6,291	New	+$202K	﹤0.01%	742

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