FCG
DFAU icon

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

Financial Connections 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 		$43.4M Sell
962,980
-2,983
-0.3% -$140K 15.11% 1
2025
Q4 		$45.2M Buy
965,963
+217,782
+29% +$10.1M 15.54% 1
2025
Q3 		$34.2M Sell
748,181
-19,478
-3% -$858K 13.36% 1
2025
Q2 		$32.5M Sell
767,659
-67,364
-8% -$2.64M 13.41% 1
2025
Q1 		$32.1M Buy
835,023
+101,372
+14% +$4.11M 14.41% 1
2024
Q4 		$29.7M Buy
733,651
+18,155
+3% +$742K 14.28% 1
2024
Q3 		$28.4M Sell
715,496
-11,530
-2% -$440K 13.96% 1
2024
Q2 		$27.3M Buy
727,026
+26,224
+4% +$953K 14.14% 1
2024
Q1 		$25.6M Buy
700,802
+88,051
+14% +$3.05M 28.05% 1
2023
Q4 		$20.4M Buy
612,751
+152,345
+33% +$4.73M 13.19% 1
2023
Q3 		$13.8M Buy
460,406
+176,794
+62% +$5.5M 17.01% 1
2023
Q2 		$8.79M Buy
283,612
+2,229
+0.8% +$65.4K 5.76% 4
2023
Q1 		$8.1M Buy
281,383
+5,602
+2% +$158K 5.75% 4
2022
Q4 		$7.45M Buy
275,781
+894
+0.3% +$24.3K 5.88% 4
2022
Q3 		$6.91M Buy
274,887
+30,079
+12% +$838K 5.83% 4
2022
Q2 		$6.47M Buy
244,808
+38,648
+19% +$1.11M 5.7% 3
2022
Q1 		$6.5M Buy
206,160
+6,952
+3% +$216K 6.54% 3
2021
Q4 		$6.57M Buy
+199,208
New +$6.39M 6.47% 4

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

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

Financial Connections Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.31% in Q1 2026, selling an estimated $140K and leaving 962,980 shares worth $43.4M. The position accounts for 15.11% of the portfolio, ranked #1.

Financial Connections Group first reported a position in DFAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $45.2M in Q4 2025. 575 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Financial Connections Group held 962,980 shares of Dimensional US Core Equity Market ETF worth $43.4M as of Q1 2026.
  • Financial Connections Group sold 2,983 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $140K.
  • Dimensional US Core Equity Market ETF made up 15.11% of Financial Connections Group's portfolio in Q1 2026, its #1 holding.
  • Financial Connections Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's Dimensional US Core Equity Market ETF position peaked at $45.2M in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.