Exeter Financial
DFAU icon

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

Exeter Financial’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
Q3 		$6.12M Sell
116,856
-352
-0.3% -$18.5K 2.31% 10
2026
Q2 		$6.06M Buy
117,208
+16,472
+16% +$824K 2.32% 11
2026
Q1 		$4.55M Sell
100,736
-540
-0.5% -$25.4K 1.86% 18
2025
Q4 		$4.74M Sell
101,276
-570
-0.6% -$26.4K 2.02% 13
2025
Q3 		$4.66M Buy
101,846
+5,593
+6% +$246K 2.01% 14
2025
Q2 		$4.08M Buy
96,253
+8,738
+10% +$343K 1.81% 17
2025
Q1 		$3.36M Buy
87,515
+11,911
+16% +$483K 1.51% 24
2024
Q4 		$3.06M Buy
75,604
+304
+0.4% +$12.4K 1.4% 25
2024
Q3 		$2.99M Buy
75,300
+153
+0.2% +$5.84K 1.32% 28
2024
Q2 		$2.82M Buy
75,147
+883
+1% +$32.1K 1.34% 27
2024
Q1 		$2.66M Buy
74,264
+3,306
+5% +$114K 1.23% 30
2023
Q4 		$2.34M Buy
70,958
+7,289
+11% +$226K 1.14% 36
2023
Q3 		$1.91M Buy
63,669
+13,438
+27% +$418K 1.01% 39
2023
Q2 		$1.56M Buy
50,231
+6,755
+16% +$198K 0.8% 45
2023
Q1 		$1.25M Buy
43,476
+8,839
+26% +$250K 0.63% 56
2022
Q4 		$936K Buy
34,637
+25,132
+264% +$683K 0.49% 59
2022
Q3 		$239K Buy
+9,505
New +$265K 0.14% 80

Other funds holding DFAU

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Exeter Financial's DFAU Position: Q3 2026 in Review

Exeter Financial reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.3% in Q3 2026, selling an estimated $18.5K and leaving 116,856 shares worth $6.12M. The position accounts for 2.31% of the portfolio, ranked #10.

Exeter Financial first reported a position in DFAU in Q3 2022 and has held it in 17 quarters since. 272 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Exeter Financial held 116,856 shares of Dimensional US Core Equity Market ETF worth $6.12M as of Q3 2026.
  • Exeter Financial sold 352 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $18.5K.
  • Dimensional US Core Equity Market ETF made up 2.31% of Exeter Financial's portfolio in Q3 2026, its #10 holding.
  • Exeter Financial first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 17 quarters since.
  • 272 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.