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

Zhang Financial’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	$32M	Buy	708,833 +35,264	+5%	+$1.66M	1.11%	21
2025 Q4	$31.5M	Buy	673,569 +17,657	+3%	+$818K	1.18%	20
2025 Q3	$30M	Buy	655,912 +28,894	+5%	+$1.27M	1.22%	18
2025 Q2	$26.6M	Buy	627,018 +180,210	+40%	+$7.06M	1.23%	18
2025 Q1	$17.2M	Buy	446,808 +31,999	+8%	+$1.3M	0.91%	24
2024 Q4	$16.8M	Buy	414,809 +2,236	+0.5%	+$91.3K	0.96%	21
2024 Q3	$16.4M	Buy	412,573 +966	+0.2%	+$36.9K	1.03%	20
2024 Q2	$15.4M	Buy	411,607 +414	+0.1%	+$15K	1.08%	19
2024 Q1	$15M	Buy	411,193 +3,042	+0.7%	+$105K	1.11%	18
2023 Q4	$13.6M	Sell	408,151 -8,749	-2%	-$272K	1.17%	18
2023 Q3	$12.5M	Sell	416,900 -1,098	-0.3%	-$34.2K	1.27%	18
2023 Q2	$13M	Sell	417,998 -23,907	-5%	-$701K	1.33%	18
2023 Q1	$12.7M	Sell	441,905 -7,119	-2%	-$201K	1.45%	18
2022 Q4	$12.1M	Buy	449,024 +76,052	+20%	+$2.07M	1.55%	17
2022 Q3	$9.38M	Buy	372,972 +152,767	+69%	+$4.25M	1.41%	15
2022 Q2	$5.82M	Buy	+220,205	New	+$6.32M	0.93%	21

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM