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IEQ Capital’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

IEQ Capital’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 		$2.5M Buy
55,419
+81
+0.1% +$3.81K 0.01% 689
2025
Q4 		$2.59M Buy
55,338
+87
+0.2% +$4.03K 0.01% 706
2025
Q3 		$2.53M Buy
55,251
+88
+0.2% +$3.88K 0.01% 678
2025
Q2 		$2.34M Buy
55,163
+93
+0.2% +$3.65K 0.01% 607
2025
Q1 		$2.12M Buy
55,070
+76
+0.1% +$3.08K 0.02% 573
2024
Q4 		$2.23M Buy
54,994
+125
+0.2% +$5.11K 0.02% 473
2024
Q3 		$2.18M Buy
54,869
+92
+0.2% +$3.51K 0.03% 361
2024
Q2 		$2.05M Buy
54,777
+91
+0.2% +$3.31K 0.03% 333
2024
Q1 		$2M Buy
54,686
+3,229
+6% +$112K 0.03% 319
2023
Q4 		$1.71M Sell
51,457
-576
-1% -$17.9K 0.03% 316
2023
Q3 		$1.56M Buy
52,033
+26,948
+107% +$839K 0.03% 306
2023
Q2 		$777K Buy
25,085
+2,837
+13% +$83.2K 0.02% 452
2023
Q1 		$640K Buy
22,248
+3,647
+20% +$103K 0.01% 495
2022
Q4 		$503K Buy
+18,601
New +$506K 0.01% 512

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

IEQ Capital's DFAU Position: Q1 2026 in Review

IEQ Capital increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.15% in Q1 2026, buying an estimated $3.81K and bringing the position to 55,419 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #689.

IEQ Capital first reported a position in DFAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.59M in Q4 2025. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • IEQ Capital held 55,419 shares of Dimensional US Core Equity Market ETF worth $2.5M as of Q1 2026.
  • IEQ Capital bought 81 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $3.81K.
  • Dimensional US Core Equity Market ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #689 holding.
  • IEQ Capital first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
  • IEQ Capital's Dimensional US Core Equity Market ETF position peaked at $2.59M in Q4 2025.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.