EFG
DFAU icon

Ethos Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Ethos Financial Group’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
-4,746
Closed -$222K – 548
2025
Q4 		$222K Sell
4,746
-66
-1% -$3.06K 0.02% 451
2025
Q3 		$220K Sell
4,812
-359
-7% -$15.8K 0.02% 425
2025
Q2 		$219K Sell
5,171
-7,990
-61% -$313K 0.02% 404
2025
Q1 		$533K Hold
13,161
– – 0.05% 222
2024
Q4 		$533K Buy
13,161
+284
+2% +$11.6K 0.07% 153
2024
Q3 		$511K Buy
12,877
+19
+0.1% +$726 0.08% 131
2024
Q2 		$482K Buy
12,858
+6,108
+90% +$222K 0.08% 140
2024
Q1 		$247K Buy
+6,750
New +$234K 0.05% 230

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 $1.56B AUM 16.49% 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

Ethos Financial Group's DFAU Position: Q1 2026 in Review

Ethos Financial Group sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 4,746 shares — an estimated $222K sold.

Ethos Financial Group first reported a position in DFAU in Q1 2024 and held it in 8 quarters. The position peaked at $533K in Q1 2025. 578 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Ethos Financial Group reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Ethos Financial Group sold 4,746 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $222K.
  • Ethos Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and held it in 8 quarters.
  • Ethos Financial Group's Dimensional US Core Equity Market ETF position peaked at $533K in Q1 2025.
  • 578 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.