EWA
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Exencial Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Exencial Wealth 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 		$975K Buy
21,615
+50
+0.2% +$2.35K 0.03% 298
2025
Q4 		$1.01M Sell
21,565
-93
-0.4% -$4.31K 0.03% 293
2025
Q3 		$991K Buy
21,658
+191
+0.9% +$8.41K 0.03% 290
2025
Q2 		$909K Buy
21,467
+223
+1% +$8.74K 0.03% 293
2025
Q1 		$817K Sell
21,244
-832
-4% -$33.8K 0.03% 304
2024
Q4 		$894K Buy
22,076
+10,650
+93% +$435K 0.03% 296
2024
Q3 		$453K Buy
11,426
+205
+2% +$7.83K 0.02% 376
2024
Q2 		$421K Buy
11,221
+512
+5% +$18.6K 0.02% 380
2024
Q1 		$391K Buy
10,709
+1,312
+14% +$45.4K 0.01% 398
2023
Q4 		$312K Buy
9,397
+1,755
+23% +$54.5K 0.01% 417
2023
Q3 		$229K Hold
7,642
– – 0.01% 393
2023
Q2 		$237K Hold
7,642
– – 0.01% 401
2023
Q1 		$220K Hold
7,642
– – 0.01% 391
2022
Q4 		$206K Buy
+7,642
New +$208K 0.01% 407

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

Exencial Wealth Advisors's DFAU Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.23% in Q1 2026, buying an estimated $2.35K and bringing the position to 21,615 shares worth $975K. The position accounts for 0.03% of the portfolio, ranked #298.

Exencial Wealth Advisors first reported a position in DFAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2025. 575 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Exencial Wealth Advisors held 21,615 shares of Dimensional US Core Equity Market ETF worth $975K as of Q1 2026.
  • Exencial Wealth Advisors bought 50 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $2.35K.
  • Dimensional US Core Equity Market ETF made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #298 holding.
  • Exencial Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Exencial Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $1.01M in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.