CWM
DFAU icon

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

Cahill 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
2025
Q1 		$753K Sell
19,581
-33
-0.2% -$1.34K 0.38% 28
2024
Q4 		$794K Buy
19,614
+2
+0% +$82 0.41% 27
2024
Q3 		$778K Sell
19,612
-9
-0% -$344 0.4% 29
2024
Q2 		$736K Buy
19,621
+615
+3% +$22.4K 0.44% 27
2024
Q1 		$694K Sell
19,006
-160
-0.8% -$5.54K 0.4% 31
2023
Q4 		$637K Sell
19,166
-1,727
-8% -$53.6K 0.43% 28
2023
Q3 		$626K Buy
20,893
+84
+0.4% +$2.62K 0.48% 28
2023
Q2 		$645K Sell
20,809
-871
-4% -$25.5K 0.45% 30
2023
Q1 		$624K Sell
21,680
-8,999
-29% -$254K 0.46% 29
2022
Q4 		$899K Buy
30,679
+7,609
+33% +$207K 0.65% 25
2022
Q3 		$580K Sell
23,070
-28,166
-55% -$784K 0.52% 28
2022
Q2 		$1.35M Sell
51,236
-12,104
-19% -$347K 1.15% 15
2022
Q1 		$2M Buy
+63,340
New +$1.97M 1.48% 12

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Cahill Wealth Management's DFAU Position: Q1 2025 in Review

Cahill Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.17% in Q1 2025, selling an estimated $1.34K and leaving 19,581 shares worth $753K. The position accounts for 0.38% of the portfolio, ranked #28.

Cahill Wealth Management first reported a position in DFAU in Q1 2022 and has held it in 13 quarters since. The position peaked at $2M in Q1 2022. 477 funds tracked by Wall St. Rank hold DFAU as of Q1 2025.

  • Cahill Wealth Management held 19,581 shares of Dimensional US Core Equity Market ETF worth $753K as of Q1 2025.
  • Cahill Wealth Management sold 33 Dimensional US Core Equity Market ETF shares in Q1 2025, an estimated $1.34K.
  • Dimensional US Core Equity Market ETF made up 0.38% of Cahill Wealth Management's portfolio in Q1 2025, its #28 holding.
  • Cahill Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 13 quarters since.
  • Cahill Wealth Management's Dimensional US Core Equity Market ETF position peaked at $2M in Q1 2022.
  • 477 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.