Golden State Equity Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Golden State Equity 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
2026 Q1	$436K	Buy	9,655 +598	+7%	+$28.1K	0.03%	487
2025 Q4	$424K	Buy	9,057 +329	+4%	+$15.2K	0.07%	317
2025 Q3	$399K	Buy	8,728 +86	+1%	+$3.79K	0.07%	304
2025 Q2	$366K	Buy	8,642 +97	+1%	+$3.8K	0.07%	302
2025 Q1	$328K	Buy	8,545 +477	+6%	+$19.4K	0.07%	318
2024 Q4	$327K	Buy	+8,068	New	+$330K	0.06%	322
2024 Q3	–	Sell	-6,040	Closed	-$226K	–	832
2024 Q2	$226K	Buy	+6,040	New	+$219K	0.05%	368
2023 Q4	$217K	Buy	+6,531	New	+$203K	0.05%	332

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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 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

Golden State Equity Partners's DFAU Position: Q1 2026 in Review

Golden State Equity Partners increased its Dimensional US Core Equity Market ETF (DFAU) stake by 6.6% in Q1 2026, buying an estimated $28.1K and bringing the position to 9,655 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #487.

Golden State Equity Partners first reported a position in DFAU in Q4 2023 and has held it in 8 quarters since. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Golden State Equity Partners held 9,655 shares of Dimensional US Core Equity Market ETF worth $436K as of Q1 2026.
Golden State Equity Partners bought 598 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $28.1K.
Dimensional US Core Equity Market ETF made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #487 holding.
Golden State Equity Partners first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 8 quarters since.
571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.