WA
DFAU icon

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

Wealthstream 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
2025
Q3 		$300K Hold
6,561
– – 0.05% 128
2025
Q2 		$278K Hold
6,561
– – 0.05% 126
2025
Q1 		$252K Buy
6,561
+6
+0.1% +$243 0.05% 127
2024
Q4 		$265K Buy
6,555
+9
+0.1% +$368 0.05% 123
2024
Q3 		$260K Buy
6,546
+7
+0.1% +$267 0.05% 126
2024
Q2 		$245K Buy
6,539
+598
+10% +$21.7K 0.09% 113
2024
Q1 		$217K Buy
+5,941
New +$206K 0.08% 125
2022
Q4 		– Sell
-13,588
Closed -$342K – 81
2022
Q3 		$342K Buy
13,588
+4,118
+43% +$115K 0.37% 43
2022
Q2 		$250K Buy
+9,470
New +$272K 0.25% 55

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
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
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
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return