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

Vawter 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	$300K	Hold	6,644	–	–	0.13%	89
2025 Q4	$311K	Hold	6,644	–	–	0.13%	92
2025 Q3	$304K	Buy	+6,644	New	+$293K	0.14%	90
2025 Q2	–	Sell	-7,484	Closed	-$288K	–	40
2025 Q1	$288K	Hold	7,484	–	–	0.16%	79
2024 Q4	$303K	Hold	7,484	–	–	0.18%	76
2024 Q3	$297K	Sell	7,484 -310	-4%	-$11.8K	0.18%	76
2024 Q2	$292K	Sell	7,794 -503	-6%	-$18.3K	0.2%	71
2024 Q1	$303K	Sell	8,297 -200	-2%	-$6.93K	0.22%	62
2023 Q4	$283K	Hold	8,497	–	–	0.22%	59
2023 Q3	$254K	Sell	8,497 -1,446	-15%	-$45K	0.29%	55
2023 Q2	$308K	Sell	9,943 -217	-2%	-$6.36K	0.27%	53
2023 Q1	$292K	Hold	10,160	–	–	0.3%	39
2022 Q4	$275K	Buy	+10,160	New	+$276K	0.32%	41

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