Investmark Advisory Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Investmark Advisory Group’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	$3.22M	Buy	71,363 +789	+1%	+$37.1K	1.38%	22
2025 Q4	$3.3M	Sell	70,574 -143	-0.2%	-$6.63K	1.41%	20
2025 Q3	$3.24M	Sell	70,717 -2,005	-3%	-$88.3K	1.4%	19
2025 Q2	$3.08M	Sell	72,722 -98	-0.1%	-$3.84K	1.44%	19
2025 Q1	$2.8M	Buy	72,820 +355	+0.5%	+$14.4K	1.38%	21
2024 Q4	$2.93M	Sell	72,465 -5,695	-7%	-$233K	1.44%	22
2024 Q3	$3.1M	Buy	78,160 +884	+1%	+$33.8K	1.51%	19
2024 Q2	$2.9M	Buy	77,276 +990	+1%	+$36K	1.55%	19
2024 Q1	$2.79M	Sell	76,286 -9,175	-11%	-$318K	1.53%	18
2023 Q4	$2.84M	Buy	85,461 +1,986	+2%	+$61.6K	1.67%	18
2023 Q3	$2.5M	Buy	83,475 +7,559	+10%	+$235K	1.69%	16
2023 Q2	$2.35M	Buy	75,916 +11,780	+18%	+$345K	1.57%	20
2023 Q1	$1.85M	Buy	64,136 +14,773	+30%	+$418K	1.36%	24
2022 Q4	$1.33M	Buy	+49,363	New	+$1.34M	0.99%	28

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

Investmark Advisory Group's DFAU Position: Q1 2026 in Review

Investmark Advisory Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.1% in Q1 2026, buying an estimated $37.1K and bringing the position to 71,363 shares worth $3.22M. The position accounts for 1.38% of the portfolio, ranked #22.

Investmark Advisory Group first reported a position in DFAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.3M in Q4 2025. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Investmark Advisory Group held 71,363 shares of Dimensional US Core Equity Market ETF worth $3.22M as of Q1 2026.
Investmark Advisory Group bought 789 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $37.1K.
Dimensional US Core Equity Market ETF made up 1.38% of Investmark Advisory Group's portfolio in Q1 2026, its #22 holding.
Investmark Advisory Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
Investmark Advisory Group's Dimensional US Core Equity Market ETF position peaked at $3.3M in Q4 2025.
571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.