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

Financial Harvest’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 		$567K Buy
12,574
+1
+0% +$47 0.33% 29
2025
Q4 		$588K Hold
12,573
– – 0.36% 29
2025
Q3 		$575K Hold
12,573
– – 0.39% 28
2025
Q2 		$533K Buy
+12,573
New +$493K 0.4% 29

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 $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

Financial Harvest's DFAU Position: Q1 2026 in Review

Financial Harvest increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.01% in Q1 2026, buying an estimated $47 and bringing the position to 12,574 shares worth $567K. The position accounts for 0.33% of the portfolio, ranked #29.

Financial Harvest first reported a position in DFAU in Q2 2025 and has held it in 4 quarters since. The position peaked at $588K in Q4 2025. 572 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Financial Harvest held 12,574 shares of Dimensional US Core Equity Market ETF worth $567K as of Q1 2026.
  • Financial Harvest bought 1 Dimensional US Core Equity Market ETF share in Q1 2026, an estimated $47.
  • Dimensional US Core Equity Market ETF made up 0.33% of Financial Harvest's portfolio in Q1 2026, its #29 holding.
  • Financial Harvest first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Financial Harvest's Dimensional US Core Equity Market ETF position peaked at $588K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

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