HWM
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Heirloom Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Heirloom Wealth Management’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 		– Sell
-6,771
Closed -$310K – 46
2025
Q3 		$310K Sell
6,771
-145,173
-96% -$6.4M 0.07% 36
2025
Q2 		$6.44M Buy
151,944
+8,190
+6% +$321K 1.7% 21
2025
Q1 		$5.53M Buy
143,754
+17,524
+14% +$711K 1.58% 21
2024
Q4 		$5.11M Sell
126,230
-4,206
-3% -$172K 1.53% 20
2024
Q3 		$5.18M Sell
130,436
-2,405
-2% -$91.9K 1.61% 20
2024
Q2 		$4.98M Sell
132,841
-12,284
-8% -$446K 1.61% 20
2024
Q1 		$5.3M Buy
145,125
+5,240
+4% +$181K 1.81% 18
2023
Q4 		$4.65M Buy
139,885
+23
+0% +$714 1.79% 19
2023
Q3 		$4.19M Buy
139,862
+2,746
+2% +$85.5K 1.86% 18
2023
Q2 		$4.25M Buy
137,116
+20,147
+17% +$591K 1.85% 21
2023
Q1 		$3.37M Buy
+116,969
New +$3.31M 1.61% 21

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

Heirloom Wealth Management's DFAU Position: Q4 2025 in Review

Heirloom Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2025, closing a stake of 6,771 shares — an estimated $310K sold.

Heirloom Wealth Management first reported a position in DFAU in Q1 2023 and held it in 11 quarters. The position peaked at $6.44M in Q2 2025. 561 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

  • Heirloom Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • Heirloom Wealth Management sold 6,771 Dimensional US Core Equity Market ETF shares in Q4 2025, an estimated $310K.
  • Heirloom Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and held it in 11 quarters.
  • Heirloom Wealth Management's Dimensional US Core Equity Market ETF position peaked at $6.44M in Q2 2025.
  • 561 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on Heirloom Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.