WW
DFAU icon

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

Waterfront Wealth’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 		$5.46M Buy
121,107
+7,059
+6% +$332K 1% 22
2025
Q4 		$5.45M Buy
114,048
+343
+0.3% +$15.9K 1.04% 17
2025
Q3 		$5.2M Buy
113,705
+13,947
+14% +$614K 1.07% 19
2025
Q2 		$4.23M Buy
99,758
+2,885
+3% +$113K 0.95% 23
2025
Q1 		$3.72M Buy
96,873
+18,285
+23% +$742K 0.91% 26
2024
Q4 		$3.18M Buy
78,588
+211
+0.3% +$8.62K 0.78% 29
2024
Q3 		$3.15M Buy
78,377
+4,231
+6% +$162K 0.77% 31
2024
Q2 		$2.78M Sell
74,146
-4,898
-6% -$178K 0.75% 36
2024
Q1 		$2.79M Sell
79,044
-2,514
-3% -$87.1K 0.78% 36
2023
Q4 		$2.71M Sell
81,558
-1,157
-1% -$35.9K 0.8% 29
2023
Q3 		$2.42M Buy
82,715
+13,084
+19% +$407K 0.79% 27
2023
Q2 		$2.24M Buy
69,631
+7,177
+11% +$210K 0.67% 40
2023
Q1 		$1.8M Buy
+62,454
New +$1.77M 0.59% 43

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