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Aspect Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Aspect Partners’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
-12,122
Closed -$567K – 718
2025
Q4 		$567K Sell
12,122
-752
-6% -$34.9K 0.25% 45
2025
Q3 		$589K Hold
12,874
– – 0.27% 42
2025
Q2 		$545K Hold
12,874
– – 0.27% 41
2025
Q1 		$495K Hold
12,874
– – 0.28% 39
2024
Q4 		$521K Sell
12,874
-2,000
-13% -$81.7K 0.3% 38
2024
Q3 		$590K Buy
+14,874
New +$568K 0.33% 32

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

Aspect Partners's DFAU Position: Q1 2026 in Review

Aspect Partners sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 12,122 shares — an estimated $567K sold.

Aspect Partners first reported a position in DFAU in Q3 2024 and held it in 6 quarters. The position peaked at $590K in Q3 2024. 575 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Aspect Partners reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Aspect Partners sold 12,122 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $567K.
  • Aspect Partners first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and held it in 6 quarters.
  • Aspect Partners's Dimensional US Core Equity Market ETF position peaked at $590K in Q3 2024.
  • 575 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Aspect Partners's 13F filing for Q1 2026, filed 2 Apr 2026.