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Vertex Planning Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Vertex Planning Partners’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 		$1.14M Buy
25,231
+4,689
+23% +$220K 0.22% 52
2025
Q4 		$961K Buy
20,542
+4,274
+26% +$198K 0.22% 51
2025
Q3 		$744K Buy
16,268
+497
+3% +$21.9K 0.14% 90
2025
Q2 		$668K Buy
15,771
+1,784
+13% +$69.9K 0.14% 84
2025
Q1 		$538K Buy
13,987
+2,576
+23% +$104K 0.12% 99
2024
Q4 		$462K Buy
11,411
+1,005
+10% +$41.1K 0.1% 113
2024
Q3 		$413K Buy
10,406
+1,248
+14% +$47.7K 0.1% 105
2024
Q2 		$343K Sell
9,158
-11
-0.1% -$400 0.09% 112
2024
Q1 		$335K Buy
9,169
+730
+9% +$25.3K 0.09% 115
2023
Q4 		$281K Buy
8,439
+689
+9% +$21.4K 0.08% 122
2023
Q3 		$232K Buy
+7,750
New +$241K 0.08% 123

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