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Dynamic Advisor Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Dynamic Advisor 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
2025
Q4 		– Sell
-19,126
Closed -$875K – 948
2025
Q3 		$875K Sell
19,126
-82
-0.4% -$3.61K 0.03% 499
2025
Q2 		$814K Sell
19,208
-3,692
-16% -$145K 0.03% 499
2025
Q1 		$880K Sell
22,900
-2,997
-12% -$122K 0.03% 452
2024
Q4 		$1.05M Sell
25,897
-363
-1% -$14.8K 0.05% 303
2024
Q3 		$1.04M Sell
26,260
-1,430
-5% -$54.6K 0.03% 436
2024
Q2 		$1.04M Sell
27,690
-5,326
-16% -$194K 0.03% 448
2024
Q1 		$1.21M Buy
33,016
+7,711
+30% +$267K 0.04% 402
2023
Q4 		$826K Buy
25,305
+9,215
+57% +$286K 0.03% 456
2023
Q3 		$482K Buy
16,090
+3,440
+27% +$107K 0.02% 530
2023
Q2 		$392K Buy
12,650
+1,896
+18% +$55.6K 0.02% 566
2023
Q1 		$309K Buy
10,754
+542
+5% +$15.3K 0.02% 583
2022
Q4 		$276K Buy
+10,212
New +$278K 0.02% 578
2022
Q3 		– Sell
-35,882
Closed -$948K – 698
2022
Q2 		$948K Buy
35,882
+2,258
+7% +$64.8K 0.07% 255
2022
Q1 		$1.06M Buy
33,624
+2,055
+7% +$63.8K 0.07% 253
2021
Q4 		$1.04M Buy
31,569
+4,396
+16% +$141K 0.07% 270
2021
Q3 		$819K Buy
27,173
+3,691
+16% +$114K 0.06% 330
2021
Q2 		$709K Buy
23,482
+8,074
+52% +$239K 0.06% 345
2021
Q1 		$434K Buy
+15,408
New +$422K 0.04% 414

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Dynamic Advisor Solutions's DFAU Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2025, closing a stake of 19,126 shares — an estimated $875K sold.

Dynamic Advisor Solutions first reported a position in DFAU in Q1 2021 and held it in 18 quarters. The position peaked at $1.21M in Q1 2024. 562 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 19,126 Dimensional US Core Equity Market ETF shares in Q4 2025, an estimated $875K.
  • Dynamic Advisor Solutions first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and held it in 18 quarters.
  • Dynamic Advisor Solutions's Dimensional US Core Equity Market ETF position peaked at $1.21M in Q1 2024.
  • 562 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.