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Foundations Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Foundations Investment 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
2026
Q1 		$1.81M Sell
40,121
-11
-0% -$517 0.02% 395
2025
Q4 		$1.88M Buy
40,132
+1,358
+4% +$62.9K 0.02% 363
2025
Q3 		$1.77M Sell
38,774
-144,015
-79% -$6.35M 0.03% 336
2025
Q2 		$7.74M Buy
182,789
+25,476
+16% +$999K 0.12% 151
2025
Q1 		$6.05M Buy
157,313
+35,848
+30% +$1.45M 0.11% 177
2024
Q4 		$4.92M Buy
121,465
+13,236
+12% +$541K 0.09% 192
2024
Q3 		$4.3M Buy
108,229
+18,290
+20% +$699K 0.09% 193
2024
Q2 		$3.37M Buy
89,939
+20,042
+29% +$728K 0.08% 186
2024
Q1 		$2.55M Buy
69,897
+5,762
+9% +$200K 0.07% 214
2023
Q4 		$2.18M Buy
64,135
+10,380
+19% +$322K 0.06% 215
2023
Q3 		$1.61M Buy
53,755
+13,937
+35% +$434K 0.05% 242
2023
Q2 		$1.23M Buy
39,818
+16,153
+68% +$474K 0.04% 241
2023
Q1 		$681K Buy
+23,665
New +$669K 0.02% 280

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 $2.33B AUM 20.04% 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

Foundations Investment Advisors's DFAU Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.03% in Q1 2026, selling an estimated $517 and leaving 40,121 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #395.

Foundations Investment Advisors first reported a position in DFAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.74M in Q2 2025. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Foundations Investment Advisors held 40,121 shares of Dimensional US Core Equity Market ETF worth $1.81M as of Q1 2026.
  • Foundations Investment Advisors sold 11 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $517.
  • Dimensional US Core Equity Market ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #395 holding.
  • Foundations Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Dimensional US Core Equity Market ETF position peaked at $7.74M in Q2 2025.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.