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

HFG 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
2026 Q1	$5.74M	Sell	127,158 -2,830	-2%	-$133K	3.16%	12
2025 Q4	$6.08M	Buy	129,988 +5,420	+4%	+$251K	3.35%	11
2025 Q3	$5.7M	Sell	124,568 -13,806	-10%	-$608K	3.1%	12
2025 Q2	$5.32M	Sell	138,374 -567	-0.4%	-$22.2K	3.24%	11
2025 Q1	$5.63M	Sell	138,941 -2,032	-1%	-$82.4K	3.41%	11
2024 Q4	$5.6M	Buy	140,973 +2,355	+2%	+$96.2K	3.63%	10
2024 Q3	$5.2M	Hold	138,618	–	–	3.31%	11
2024 Q2	$5.2M	Buy	138,618 +12,436	+10%	+$452K	3.31%	11
2024 Q1	$4.61M	Buy	126,182 +136	+0.1%	+$4.71K	2.72%	12
2023 Q4	$4.19M	Buy	+126,046	New	+$3.91M	1.03%	22
2023 Q1	$2.94M	Buy	+102,224	New	+$2.89M	0.61%	27

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

HFG Wealth Management's DFAU Position: Q1 2026 in Review

HFG Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.2% in Q1 2026, selling an estimated $133K and leaving 127,158 shares worth $5.74M. The position accounts for 3.16% of the portfolio, ranked #12.

HFG Wealth Management first reported a position in DFAU in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.08M in Q4 2025. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

HFG Wealth Management held 127,158 shares of Dimensional US Core Equity Market ETF worth $5.74M as of Q1 2026.
HFG Wealth Management sold 2,830 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $133K.
Dimensional US Core Equity Market ETF made up 3.16% of HFG Wealth Management's portfolio in Q1 2026, its #12 holding.
HFG Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 11 quarters since.
HFG Wealth Management's Dimensional US Core Equity Market ETF position peaked at $6.08M in Q4 2025.
571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.