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

WMG 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
Q1 		$403K Sell
8,937
-1,650
-16% -$77.6K 0.17% 57
2025
Q4 		$495K Sell
10,587
-500
-5% -$23.2K 0.2% 63
2025
Q3 		$507K Sell
11,087
-759
-6% -$33.4K 0.17% 89
2025
Q2 		$502K Hold
11,846
– – 0.19% 77
2025
Q1 		$455K Buy
11,846
+2,605
+28% +$106K 0.19% 77
2024
Q4 		$374K Sell
9,241
-239
-3% -$9.76K 0.16% 92
2024
Q3 		$376K Sell
9,480
-500
-5% -$19.1K 0.17% 85
2024
Q2 		$374K Sell
9,980
-5,306
-35% -$193K 0.2% 76
2024
Q1 		$559K Sell
15,286
-2,457
-14% -$85.1K 0.32% 55
2023
Q4 		$590K Sell
17,743
-21,241
-54% -$659K 0.38% 52
2023
Q3 		$1.22M Buy
38,984
+1,970
+5% +$61.3K 1.04% 19
2023
Q2 		$1.15M Sell
37,014
-6,784
-15% -$199K 0.84% 25
2023
Q1 		$1.41M Sell
43,798
-71,586
-62% -$2.02M 1.17% 19
2022
Q4 		$3.12M Sell
115,384
-8,624
-7% -$234K 2.65% 5
2022
Q3 		$3.12M Sell
124,008
-18,687
-13% -$520K 2.81% 5
2022
Q2 		$3.77M Sell
142,695
-43,878
-24% -$1.26M 3.27% 4
2022
Q1 		$5.89M Sell
186,573
-7,063
-4% -$219K 4.33% 4
2021
Q4 		$6.4M Buy
+193,636
New +$6.21M 4.98% 1

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