Van Den Berg Management I’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Van Den Berg Management I’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
2023 Q4	–	Sell	-7,133	Closed	-$214K	–	111
2023 Q3	$214K	Sell	7,133 -747	-9%	-$23.3K	0.07%	74
2023 Q2	$244K	Buy	7,880 +36	+0.5%	+$1.06K	0.09%	72
2023 Q1	$226K	Buy	7,844 +33	+0.4%	+$933	0.08%	73
2022 Q4	$211K	Buy	+7,811	New	+$212K	0.08%	73
2022 Q3	–	Sell	-9,671	Closed	-$256K	–	83
2022 Q2	$256K	Buy	9,671 +103	+1%	+$2.96K	0.07%	72
2022 Q1	$302K	Buy	9,568 +286	+3%	+$8.88K	0.07%	71
2021 Q4	$306K	Buy	+9,282	New	+$298K	0.06%	66

Other funds holding DFAU

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return