IPWA
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International Private Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

International Private Wealth Advisors’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 		$8.39M Buy
185,980
+34,648
+23% +$1.63M 5.13% 2
2025
Q4 		$7.08M Buy
151,332
+35,220
+30% +$1.63M 4.46% 2
2025
Q3 		$5.31M Buy
+116,112
New +$5.12M 3.34% 3

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

International Private Wealth Advisors's DFAU Position: Q1 2026 in Review

International Private Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 23% in Q1 2026, buying an estimated $1.63M and bringing the position to 185,980 shares worth $8.39M. The position accounts for 5.13% of the portfolio, ranked #2.

International Private Wealth Advisors 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.

  • International Private Wealth Advisors held 185,980 shares of Dimensional US Core Equity Market ETF worth $8.39M as of Q1 2026.
  • International Private Wealth Advisors bought 34,648 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $1.63M.
  • Dimensional US Core Equity Market ETF made up 5.13% of International Private Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • International Private Wealth Advisors 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 International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.