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Coppell Advisory Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Coppell Advisory Solutions’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
-8,394
Closed -$396K – 85
2025
Q4 		$396K Sell
8,394
-432
-5% -$20K 0.04% 286
2025
Q3 		$403K Hold
8,826
– – 0.04% 282
2025
Q2 		$372K Sell
8,826
-411
-4% -$16.1K 0.04% 277
2025
Q1 		$351K Sell
9,237
-65
-0.7% -$2.64K 0.05% 247
2024
Q4 		$378K Sell
9,302
-247
-3% -$10.1K 0.05% 194
2024
Q3 		$378K Sell
9,549
-701
-7% -$26.8K 0.06% 196
2024
Q2 		$384K Buy
+10,250
New +$372K 0.06% 180
2023
Q4 		$243K Sell
7,294
-794
-10% -$24.6K 0.05% 239
2023
Q3 		$219K Buy
8,088
+644
+9% +$20.1K 0.08% 155
2023
Q2 		$228K Buy
+7,444
New +$218K 0.06% 174
2023
Q1 		– Sell
-8,088
Closed -$219K – 411
2022
Q4 		$219K Buy
+8,088
New +$220K 0.07% 159

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 $2.54B AUM 23.56% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Coppell Advisory Solutions's DFAU Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 8,394 shares — an estimated $396K sold.

Coppell Advisory Solutions first reported a position in DFAU in Q4 2022 and held it in 11 quarters. The position peaked at $403K in Q3 2025. 575 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 8,394 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $396K.
  • Coppell Advisory Solutions first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Dimensional US Core Equity Market ETF position peaked at $403K in Q3 2025.
  • 575 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.