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Blodgett Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Blodgett Wealth 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
2025
Q3 		– Sell
-5,712
Closed -$242K – 66
2025
Q2 		$242K Sell
5,712
-360
-6% -$14.1K 0.19% 58
2025
Q1 		$233K Hold
6,072
– – 0.2% 56
2024
Q4 		$246K Hold
6,072
– – 0.19% 54
2024
Q3 		$241K Hold
6,072
– – 0.2% 55
2024
Q2 		$228K Hold
6,072
– – 0.19% 54
2024
Q1 		$222K Hold
6,072
– – 0.2% 60
2023
Q4 		$202K Buy
+6,072
New +$188K 0.21% 58
2022
Q1 		– Sell
-6,072
Closed -$200K – 83
2021
Q4 		$200K Buy
+6,072
New +$195K 0.16% 84

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
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
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
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Blodgett Wealth Advisors's DFAU Position: Q3 2025 in Review

Blodgett Wealth Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2025, closing a stake of 5,712 shares — an estimated $242K sold.

Blodgett Wealth Advisors first reported a position in DFAU in Q4 2021 and held it in 8 quarters. The position peaked at $246K in Q4 2024. 508 funds tracked by Wall St. Rank hold DFAU as of Q3 2025.

  • Blodgett Wealth Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2025 after selling out during the quarter.
  • Blodgett Wealth Advisors sold 5,712 Dimensional US Core Equity Market ETF shares in Q3 2025, an estimated $242K.
  • Blodgett Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and held it in 8 quarters.
  • Blodgett Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $246K in Q4 2024.
  • 508 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2025.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.