AWM
DFAU icon

Axxcess Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Axxcess Wealth Management’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
-85,659
Closed -$4.01M – 528
2025
Q4 		$4.01M Sell
85,659
-4,850
-5% -$225K 0.07% 249
2025
Q3 		$4.14M Sell
90,509
-39,945
-31% -$1.76M 0.09% 183
2025
Q2 		$5.53M Sell
130,454
-20,629
-14% -$809K 0.13% 140
2025
Q1 		$5.81M Buy
+151,083
New +$6.13M 0.15% 121
2024
Q4 		– Sell
-9,279
Closed -$368K – 870
2024
Q3 		$368K Buy
9,279
+25
+0.3% +$955 0.01% 634
2024
Q2 		$347K Buy
9,254
+26
+0.3% +$945 0.01% 611
2024
Q1 		$337K Buy
+9,228
New +$320K 0.01% 637

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 $2.33B 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 $24.7B 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 $381M 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

Axxcess Wealth Management's DFAU Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 85,659 shares — an estimated $4.01M sold.

Axxcess Wealth Management first reported a position in DFAU in Q1 2024 and held it in 7 quarters. The position peaked at $5.81M in Q1 2025. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 85,659 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $4.01M.
  • Axxcess Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and held it in 7 quarters.
  • Axxcess Wealth Management's Dimensional US Core Equity Market ETF position peaked at $5.81M in Q1 2025.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.