JAWA
DFAU icon

John A. Wolfe & Associates’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

John A. Wolfe & Associates’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
-8,398
Closed -$274K – 43
2025
Q4 		$274K Buy
+8,398
New +$389K 0.15% 27

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 $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

John A. Wolfe & Associates's DFAU Position: Q1 2026 in Review

John A. Wolfe & Associates sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 8,398 shares — an estimated $274K sold.

John A. Wolfe & Associates first reported a position in DFAU in Q4 2025 and held it in 1 quarter. The position peaked at $274K in Q4 2025. 575 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • John A. Wolfe & Associates reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • John A. Wolfe & Associates sold 8,398 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $274K.
  • John A. Wolfe & Associates first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and held it in 1 quarter.
  • John A. Wolfe & Associates's Dimensional US Core Equity Market ETF position peaked at $274K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on John A. Wolfe & Associates's 13F filing for Q1 2026, filed 5 May 2026.