1SB
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1ST Source Bank’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

1ST Source Bank’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 		– Sell
-6,720
Closed -$314K – 290
2025
Q4 		$314K Buy
+6,720
New +$311K 0.02% 242

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $97.6B AUM 29.43% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

1ST Source Bank's DFAU Position: Q1 2026 in Review

1ST Source Bank sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 6,720 shares — an estimated $314K sold.

1ST Source Bank first reported a position in DFAU in Q4 2025 and held it in 1 quarter. The position peaked at $314K in Q4 2025. 575 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • 1ST Source Bank reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • 1ST Source Bank sold 6,720 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $314K.
  • 1ST Source Bank first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and held it in 1 quarter.
  • 1ST Source Bank's Dimensional US Core Equity Market ETF position peaked at $314K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.