Truist Financial
DFAU icon

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

Truist 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 		$5.24M Buy
116,227
+551
+0.5% +$25.9K 0.01% 845
2025
Q4 		$5.41M Buy
115,676
+7,842
+7% +$363K 0.01% 819
2025
Q3 		$4.93M Sell
107,834
-5,721
-5% -$252K 0.01% 894
2025
Q2 		$4.81M Buy
113,555
+2,341
+2% +$91.8K 0.01% 876
2025
Q1 		$4.28M Buy
111,214
+372
+0.3% +$15.1K 0.01% 894
2024
Q4 		$4.49M Buy
110,842
+3,370
+3% +$138K 0.01% 871
2024
Q3 		$4.27M Buy
107,472
+47,353
+79% +$1.81M 0.01% 892
2024
Q2 		$2.25M Sell
60,119
-5,056
-8% -$184K ﹤0.01% 1212
2024
Q1 		$2.38M Buy
65,175
+2,284
+4% +$79.1K ﹤0.01% 1196
2023
Q4 		$2.09M Buy
62,891
+21,590
+52% +$670K ﹤0.01% 1234
2023
Q3 		$1.24M Buy
41,301
+1,913
+5% +$59.6K ﹤0.01% 1471
2023
Q2 		$1.22M Buy
39,388
+6,418
+19% +$188K ﹤0.01% 1489
2023
Q1 		$949K Buy
+32,970
New +$932K ﹤0.01% 1583

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