Jim Simons
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Jim Simons’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Jim Simons’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 		– Sell
-16,400
Closed -$768K – 3334
2025
Q4 		$768K Sell
16,400
-8,500
-34% -$394K ﹤0.01% 2395
2025
Q3 		$1.14M Buy
24,900
+1,200
+5% +$52.9K ﹤0.01% 2416
2025
Q2 		$1M Buy
23,700
+5,800
+32% +$227K ﹤0.01% 2516
2025
Q1 		$688K Sell
17,900
-27,100
-60% -$1.1M ﹤0.01% 2608
2024
Q4 		$1.82M Buy
+45,000
New +$1.84M ﹤0.01% 2118
2024
Q3 		– Sell
-27,000
Closed -$1.01M – 3597
2024
Q2 		$1.01M Buy
+27,000
New +$981K ﹤0.01% 2309
2024
Q1 		– Sell
-35,800
Closed -$1.19M – 3772
2023
Q4 		$1.19M Buy
35,800
+17,000
+90% +$528K ﹤0.01% 2289
2023
Q3 		$563K Sell
18,800
-5,500
-23% -$171K ﹤0.01% 2653
2023
Q2 		$753K Buy
24,300
+9,000
+59% +$264K ﹤0.01% 2654
2023
Q1 		$440K Sell
15,300
-53,900
-78% -$1.52M ﹤0.01% 2949
2022
Q4 		$1.87M Buy
69,200
+34,400
+99% +$935K ﹤0.01% 2111
2022
Q3 		$875K Buy
34,800
+5,700
+20% +$159K ﹤0.01% 2576
2022
Q2 		$769K Buy
+29,100
New +$835K ﹤0.01% 2881
2022
Q1 		– Sell
-48,700
Closed -$1.61M – 4134
2021
Q4 		$1.61M Buy
48,700
+17,000
+54% +$545K ﹤0.01% 2316
2021
Q3 		$955K Buy
+31,700
New +$978K ﹤0.01% 2578

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 $2.54B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM

Jim Simons's DFAU Position: Q1 2026 in Review

Jim Simons sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 16,400 shares — an estimated $768K sold.

Jim Simons first reported a position in DFAU in Q3 2021 and held it in 15 quarters. The position peaked at $1.87M in Q4 2022. 573 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Jim Simons reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 16,400 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $768K.
  • Jim Simons first reported a position in Dimensional US Core Equity Market ETF in Q3 2021 and held it in 15 quarters.
  • Jim Simons's Dimensional US Core Equity Market ETF position peaked at $1.87M in Q4 2022.
  • 573 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.