EFS
DFAU icon

Essex Financial Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Essex Financial Services’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 		$297K Sell
6,591
-23
-0.3% -$1.08K 0.02% 621
2025
Q4 		$310K Buy
6,614
+1,391
+27% +$64.5K 0.02% 589
2025
Q3 		$239K Hold
5,223
– – 0.01% 643
2025
Q2 		$221K Sell
5,223
-4,537
-46% -$178K 0.01% 634
2025
Q1 		$375K Sell
9,760
-260
-3% -$10.5K 0.03% 444
2024
Q4 		$406K Sell
10,020
-240
-2% -$9.8K 0.03% 422
2024
Q3 		$414K Sell
10,260
-5,414
-35% -$207K 0.03% 416
2024
Q2 		$575K Buy
15,674
+3,835
+32% +$139K 0.04% 348
2024
Q1 		$433K Buy
11,839
+3,695
+45% +$128K 0.04% 355
2023
Q4 		$271K Hold
8,144
– – 0.03% 416
2023
Q3 		$244K Hold
8,144
– – 0.03% 409
2023
Q2 		$252K Hold
8,144
– – 0.03% 400
2023
Q1 		$234K Hold
8,144
– – 0.02% 433
2022
Q4 		$220K Hold
8,144
– – 0.02% 438
2022
Q3 		$205K Hold
8,144
– – 0.02% 432
2022
Q2 		$215K Buy
8,144
+1,270
+18% +$36.5K 0.02% 441
2022
Q1 		$217K Hold
6,874
– – 0.02% 459
2021
Q4 		$227K Hold
6,874
– – 0.02% 443
2021
Q3 		$207K Hold
6,874
– – 0.02% 435
2021
Q2 		$208K Buy
+6,874
New +$203K 0.03% 428

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 $2.33B AUM 20.04% 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

Essex Financial Services's DFAU Position: Q1 2026 in Review

Essex Financial Services reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.35% in Q1 2026, selling an estimated $1.08K and leaving 6,591 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #621.

Essex Financial Services first reported a position in DFAU in Q2 2021 and has held it in 20 quarters since. The position peaked at $575K in Q2 2024. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Essex Financial Services held 6,591 shares of Dimensional US Core Equity Market ETF worth $297K as of Q1 2026.
  • Essex Financial Services sold 23 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $1.08K.
  • Dimensional US Core Equity Market ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #621 holding.
  • Essex Financial Services first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 20 quarters since.
  • Essex Financial Services's Dimensional US Core Equity Market ETF position peaked at $575K in Q2 2024.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.