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Foster Victor Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Foster Victor 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
2025
Q2 		– Sell
-9,399
Closed -$343K – 205
2025
Q1 		$343K Buy
+9,399
New +$381K 0.03% 153

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 $1.56B AUM 16.49% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Foster Victor Wealth Advisors's DFAU Position: Q2 2025 in Review

Foster Victor Wealth Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2025, closing a stake of 9,399 shares — an estimated $343K sold.

Foster Victor Wealth Advisors first reported a position in DFAU in Q1 2025 and held it in 1 quarter. The position peaked at $343K in Q1 2025. 498 funds tracked by Wall St. Rank hold DFAU as of Q2 2025.

  • Foster Victor Wealth Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2025 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 9,399 Dimensional US Core Equity Market ETF shares in Q2 2025, an estimated $343K.
  • Foster Victor Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and held it in 1 quarter.
  • Foster Victor Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $343K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2025.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.