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Eldridge Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Eldridge Investment 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
2026
Q1 		$442K Buy
9,792
+2
+0% +$94 0.1% 116
2025
Q4 		$458K Sell
9,790
-88
-0.9% -$4.08K 0.1% 115
2025
Q3 		$452K Buy
9,878
+3
+0% +$132 0.1% 116
2025
Q2 		$418K Sell
9,875
-4,750
-32% -$186K 0.09% 119
2025
Q1 		$562K Buy
14,625
+2
+0% +$81 0.13% 106
2024
Q4 		$592K Buy
14,623
+3
+0% +$123 0.14% 100
2024
Q3 		$580K Buy
14,620
+202
+1% +$7.71K 0.14% 97
2024
Q2 		$541K Sell
14,418
-384
-3% -$14K 0.14% 98
2024
Q1 		$541K Buy
14,802
+2
+0% +$69 0.14% 101
2023
Q4 		$492K Sell
14,800
-922
-6% -$28.6K 0.13% 103
2023
Q3 		$471K Sell
15,722
-1,167
-7% -$36.3K 0.16% 95
2023
Q2 		$523K Sell
16,889
-207
-1% -$6.07K 0.17% 81
2023
Q1 		$492K Buy
17,096
+2
+0% +$57 0.17% 81
2022
Q4 		$462K Sell
17,094
-1,510
-8% -$41K 0.16% 83
2022
Q3 		$468K Buy
+18,604
New +$518K 0.18% 80

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 $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

Eldridge Investment Advisors's DFAU Position: Q1 2026 in Review

Eldridge Investment Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.02% in Q1 2026, buying an estimated $94 and bringing the position to 9,792 shares worth $442K. The position accounts for 0.1% of the portfolio, ranked #116.

Eldridge Investment Advisors first reported a position in DFAU in Q3 2022 and has held it in 15 quarters since. The position peaked at $592K in Q4 2024. 572 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Eldridge Investment Advisors held 9,792 shares of Dimensional US Core Equity Market ETF worth $442K as of Q1 2026.
  • Eldridge Investment Advisors bought 2 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $94.
  • Dimensional US Core Equity Market ETF made up 0.1% of Eldridge Investment Advisors's portfolio in Q1 2026, its #116 holding.
  • Eldridge Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 15 quarters since.
  • Eldridge Investment Advisors's Dimensional US Core Equity Market ETF position peaked at $592K in Q4 2024.
  • 572 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.