VWA
DFAU icon

Valued Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Valued Wealth Advisors’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 		$43.4M Buy
961,297
+59,212
+7% +$2.78M 17.58% 1
2025
Q4 		$42.2M Buy
902,085
+12,653
+1% +$586K 18.57% 1
2025
Q3 		$40.7M Buy
889,432
+55,752
+7% +$2.46M 18.88% 1
2025
Q2 		$35.3M Buy
833,680
+55,287
+7% +$2.17M 18.42% 1
2025
Q1 		$29.9M Buy
778,393
+35,132
+5% +$1.43M 17.96% 1
2024
Q4 		$30.1M Buy
743,261
+2,145
+0.3% +$87.6K 18.85% 1
2024
Q3 		$29.4M Sell
741,116
-25,105
-3% -$959K 19.07% 1
2024
Q2 		$28.7M Buy
766,221
+18,074
+2% +$657K 19.72% 1
2024
Q1 		$27.3M Buy
748,147
+104,617
+16% +$3.62M 19.37% 1
2023
Q4 		$19.3M Buy
+643,530
New +$20M 17.8% 1

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