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Joel Isaacson & Co’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Joel Isaacson & Co’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
2025
Q4 		– Sell
-6,762
Closed -$309K – 465
2025
Q3 		$309K Buy
6,762
+18
+0.3% +$793 0.01% 343
2025
Q2 		$286K Buy
6,744
+18
+0.3% +$706 0.01% 337
2025
Q1 		$259K Buy
6,726
+16
+0.2% +$649 0.01% 341
2024
Q4 		$272K Buy
6,710
+26
+0.4% +$1.06K 0.01% 313
2024
Q3 		$265K Buy
+6,684
New +$255K 0.01% 306
2022
Q2 		– Sell
-10,572
Closed -$324K – 305
2022
Q1 		$324K Buy
10,572
+2,024
+24% +$62.9K 0.02% 242
2021
Q4 		$282K Buy
+8,548
New +$274K 0.02% 263

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 $1.56B AUM 16.49% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $494M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Joel Isaacson & Co's DFAU Position: Q4 2025 in Review

Joel Isaacson & Co sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2025, closing a stake of 6,762 shares — an estimated $309K sold.

Joel Isaacson & Co first reported a position in DFAU in Q4 2021 and held it in 7 quarters. The position peaked at $324K in Q1 2022. 563 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

  • Joel Isaacson & Co reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • Joel Isaacson & Co sold 6,762 Dimensional US Core Equity Market ETF shares in Q4 2025, an estimated $309K.
  • Joel Isaacson & Co first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and held it in 7 quarters.
  • Joel Isaacson & Co's Dimensional US Core Equity Market ETF position peaked at $324K in Q1 2022.
  • 563 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on Joel Isaacson & Co's 13F filing for Q4 2025, filed 30 Jan 2026.