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Ullmann Wealth Partners Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Ullmann Wealth Partners Group’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 		$438K Sell
9,708
-54
-0.6% -$2.54K 0.05% 107
2025
Q4 		$455K Sell
9,762
-86
-0.9% -$3.99K 0.05% 106
2025
Q3 		$451K Buy
9,848
+12
+0.1% +$529 0.05% 106
2025
Q2 		$417K Buy
9,836
+22
+0.2% +$862 0.05% 106
2025
Q1 		$377K Sell
9,814
-731
-7% -$29.7K 0.05% 102
2024
Q4 		$427K Buy
10,545
+29
+0.3% +$1.19K 0.06% 96
2024
Q3 		$417K Sell
10,516
-838
-7% -$32K 0.05% 97
2024
Q2 		$426K Sell
11,354
-2,596
-19% -$94.3K 0.06% 81
2024
Q1 		$510K Sell
13,950
-1,666
-11% -$57.7K 0.08% 71
2023
Q4 		$519K Sell
15,616
-4,344
-22% -$135K 0.08% 61
2023
Q3 		$598K Sell
19,960
-1,145,601
-98% -$35.7M 0.11% 53
2023
Q2 		$36.1M Sell
1,165,561
-1,037,825
-47% -$30.4M 7.24% 3
2023
Q1 		$63.4M Buy
2,203,386
+46,846
+2% +$1.32M 14.41% 2
2022
Q4 		$58.3M Buy
2,156,540
+29,627
+1% +$805K 14.32% 2
2022
Q3 		$53.5M Buy
2,126,913
+40,086
+2% +$1.12M 14.75% 2
2022
Q2 		$55.2M Buy
2,086,827
+144,482
+7% +$4.15M 14.94% 2
2022
Q1 		$61.2M Buy
1,942,345
+95,281
+5% +$2.96M 15.64% 2
2021
Q4 		$61M Buy
+1,847,064
New +$59.3M 16.28% 2

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