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Beckerman Institutional’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Beckerman Institutional’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 		$1.51M Sell
33,425
-149
-0.4% -$7.01K 0.8% 35
2025
Q4 		$1.57M Sell
33,574
-249
-0.7% -$11.5K 0.88% 33
2025
Q3 		$1.55M Sell
33,823
-412
-1% -$18.2K 0.91% 34
2025
Q2 		$1.45M Sell
34,235
-4,588
-12% -$180K 0.96% 30
2025
Q1 		$1.49M Sell
38,823
-777
-2% -$31.5K 1.08% 25
2024
Q4 		$1.6M Sell
39,600
-1,494
-4% -$61K 1.28% 21
2024
Q3 		$1.63M Buy
+41,094
New +$1.57M 1.37% 18

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

Beckerman Institutional's DFAU Position: Q1 2026 in Review

Beckerman Institutional reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.44% in Q1 2026, selling an estimated $7.01K and leaving 33,425 shares worth $1.51M. The position accounts for 0.8% of the portfolio, ranked #35.

Beckerman Institutional first reported a position in DFAU in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q3 2024. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Beckerman Institutional held 33,425 shares of Dimensional US Core Equity Market ETF worth $1.51M as of Q1 2026.
  • Beckerman Institutional sold 149 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $7.01K.
  • Dimensional US Core Equity Market ETF made up 0.8% of Beckerman Institutional's portfolio in Q1 2026, its #35 holding.
  • Beckerman Institutional first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Beckerman Institutional's Dimensional US Core Equity Market ETF position peaked at $1.63M in Q3 2024.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.