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

Financial Plan Inc’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 		$1.44M Hold
32,023
– – 0.15% 38
2025
Q4 		$1.5M Buy
+32,023
New +$1.48M 0.17% 39

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 $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 $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 $316M AUM

Financial Plan Inc's DFAU Position: Q1 2026 in Review

Financial Plan Inc held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q1 2026 at 32,023 shares worth $1.44M. The position accounts for 0.15% of the portfolio, ranked #38.

Financial Plan Inc first reported a position in DFAU in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.5M in Q4 2025. 573 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Financial Plan Inc held 32,023 shares of Dimensional US Core Equity Market ETF worth $1.44M as of Q1 2026.
  • Financial Plan Inc left its Dimensional US Core Equity Market ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity Market ETF made up 0.15% of Financial Plan Inc's portfolio in Q1 2026, its #38 holding.
  • Financial Plan Inc first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Dimensional US Core Equity Market ETF position peaked at $1.5M in Q4 2025.
  • 573 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.