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Berger Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Berger Financial Group’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 		$2.09M Buy
46,282
+2,018
+5% +$94.9K 0.12% 141
2025
Q4 		$2.07M Buy
44,264
+7,039
+19% +$326K 0.12% 142
2025
Q3 		$1.7M Buy
37,225
+8,696
+30% +$383K 0.1% 154
2025
Q2 		$1.21M Sell
28,529
-7,790
-21% -$305K 0.08% 176
2025
Q1 		$1.4M Buy
+36,319
New +$1.47M 0.1% 158

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

Berger Financial Group's DFAU Position: Q1 2026 in Review

Berger Financial Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.6% in Q1 2026, buying an estimated $94.9K and bringing the position to 46,282 shares worth $2.09M. The position accounts for 0.12% of the portfolio, ranked #141.

Berger Financial Group first reported a position in DFAU in Q1 2025 and has held it in 5 quarters since. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Berger Financial Group held 46,282 shares of Dimensional US Core Equity Market ETF worth $2.09M as of Q1 2026.
  • Berger Financial Group bought 2,018 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $94.9K.
  • Dimensional US Core Equity Market ETF made up 0.12% of Berger Financial Group's portfolio in Q1 2026, its #141 holding.
  • Berger Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 5 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.