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

Ballast Financial Advisors’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
-4,336
Closed -$203K – 69
2025
Q4 		$203K Buy
+4,336
New +$201K 0.21% 70

Other funds holding DFAU

Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Ballast Financial Advisors's DFAU Position: Q1 2026 in Review

Ballast Financial Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 4,336 shares — an estimated $203K sold.

Ballast Financial Advisors first reported a position in DFAU in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 578 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Ballast Financial Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Ballast Financial Advisors sold 4,336 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $203K.
  • Ballast Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and held it in 1 quarter.
  • Ballast Financial Advisors's Dimensional US Core Equity Market ETF position peaked at $203K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Ballast Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.