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Global Retirement Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Global Retirement Partners’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
Q4 		$267K Buy
5,706
+4,077
+250% +$189K ﹤0.01% 1305
2025
Q3 		$74.5K Sell
1,629
-9
-0.5% -$397 ﹤0.01% 1676
2025
Q2 		$69.4K Buy
+1,638
New +$64.2K ﹤0.01% 1603
2024
Q4 		$66K Buy
1,629
+799
+96% +$32.6K ﹤0.01% 1481
2024
Q3 		$33K Buy
830
+2
+0.2% +$76 ﹤0.01% 1751
2024
Q2 		$31K Buy
+828
New +$30.1K ﹤0.01% 1775

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Global Retirement Partners's DFAU Position: Q4 2025 in Review

Global Retirement Partners increased its Dimensional US Core Equity Market ETF (DFAU) stake by 250% in Q4 2025, buying an estimated $189K and bringing the position to 5,706 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Global Retirement Partners first reported a position in DFAU in Q2 2024 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

  • Global Retirement Partners held 5,706 shares of Dimensional US Core Equity Market ETF worth $267K as of Q4 2025.
  • Global Retirement Partners bought 4,077 Dimensional US Core Equity Market ETF shares in Q4 2025, an estimated $189K.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1305 holding.
  • Global Retirement Partners first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and has held it in 6 quarters since.
  • 560 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.