True Wealth Design’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

True Wealth Design’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	$208K	Hold	4,600	–	–	0.06%	90
2025 Q4	$215K	Hold	4,600	–	–	0.06%	75
2025 Q3	$210K	Hold	4,600	–	–	0.06%	65
2025 Q2	$195K	Hold	4,600	–	–	0.07%	50
2025 Q1	$177K	Hold	4,600	–	–	0.07%	42
2024 Q4	$186K	Hold	4,600	–	–	0.07%	31
2024 Q3	$183K	Hold	4,600	–	–	0.07%	33
2024 Q2	$172K	Hold	4,600	–	–	0.04%	121
2024 Q1	$168K	Hold	4,600	–	–	0.04%	121
2023 Q4	$153K	Hold	4,600	–	–	0.04%	121
2023 Q3	$138K	Hold	4,600	–	–	0.05%	121
2023 Q2	$143K	Hold	4,600	–	–	0.05%	120
2023 Q1	$132K	Hold	4,600	–	–	0.06%	127
2022 Q4	$124K	Buy	+4,600	New	+$125K	0.06%	117

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