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Arcadia Wealth Management (New Hampshire)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
Q2 		– Sell
-5,855
Closed -$225K – 63
2025
Q1 		$225K Buy
+5,855
New +$238K 0.11% 60

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s DFAU Position: Q2 2025 in Review

Arcadia Wealth Management (New Hampshire) sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2025, closing a stake of 5,855 shares — an estimated $225K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in DFAU in Q1 2025 and held it in 1 quarter. The position peaked at $225K in Q1 2025. 497 funds tracked by Wall St. Rank hold DFAU as of Q2 2025.

  • Arcadia Wealth Management (New Hampshire) reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2025 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 5,855 Dimensional US Core Equity Market ETF shares in Q2 2025, an estimated $225K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and held it in 1 quarter.
  • Arcadia Wealth Management (New Hampshire)'s Dimensional US Core Equity Market ETF position peaked at $225K in Q1 2025.
  • 497 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2025.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2025, filed 18 Jul 2025.