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

West Financial 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
2026 Q2	$4.08K	Buy	79 +12	+18%	+$601	﹤0.01%	155
2026 Q1	$3.02K	Hold	67	–	–	﹤0.01%	155
2025 Q4	$3.14K	Hold	67	–	–	﹤0.01%	188
2025 Q3	$3.07K	Sell	67 -3	-4%	-$132	﹤0.01%	159
2025 Q2	$2.97K	Hold	70	–	–	﹤0.01%	174
2025 Q1	$2.69K	Hold	70	–	–	﹤0.01%	172
2024 Q4	$2.83K	Sell	70 -20	-22%	-$817	﹤0.01%	171
2024 Q3	$3.57K	Hold	90	–	–	﹤0.01%	165
2024 Q2	$3.38K	Sell	90 -1,094	-92%	-$39.8K	﹤0.01%	137
2024 Q1	$43.3K	Hold	1,184	–	–	0.01%	85
2023 Q4	$39.4K	Sell	1,184 -10,841	-90%	-$337K	0.01%	88
2023 Q3	$360K	Sell	12,025 -94	-0.8%	-$2.93K	0.09%	45
2023 Q2	$376K	Buy	12,119 +298	+3%	+$8.74K	0.09%	42
2023 Q1	$340K	Buy	11,821 +494	+4%	+$14K	0.09%	43
2022 Q4	$306K	Buy	11,327 +1,197	+12%	+$32.5K	0.09%	43
2022 Q3	$255K	Sell	10,130 -2,243	-18%	-$62.5K	0.08%	46
2022 Q2	$327K	Sell	12,373 -387,981	-97%	-$11.1M	0.1%	42
2022 Q1	$12.6M	Buy	400,354 +361,409	+928%	+$11.2M	3.32%	9
2021 Q4	$1.28M	Buy	+38,945	New	+$1.25M	0.34%	21

Other funds holding DFAU

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return