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Gutierrez Wealth Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Gutierrez Wealth Advisory’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 		$1.61M Buy
35,772
+15,171
+74% +$713K 1% 16
2025
Q4 		$964K Buy
20,601
+13,017
+172% +$603K 0.61% 23
2025
Q3 		$347K Buy
+7,584
New +$334K 0.22% 46

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

Gutierrez Wealth Advisory's DFAU Position: Q1 2026 in Review

Gutierrez Wealth Advisory increased its Dimensional US Core Equity Market ETF (DFAU) stake by 74% in Q1 2026, buying an estimated $713K and bringing the position to 35,772 shares worth $1.61M. The position accounts for 1% of the portfolio, ranked #16.

Gutierrez Wealth Advisory first reported a position in DFAU in Q3 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Gutierrez Wealth Advisory held 35,772 shares of Dimensional US Core Equity Market ETF worth $1.61M as of Q1 2026.
  • Gutierrez Wealth Advisory bought 15,171 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $713K.
  • Dimensional US Core Equity Market ETF made up 1% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #16 holding.
  • Gutierrez Wealth Advisory first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.