LEFP
DFAU icon

Leading Edge Financial Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Leading Edge Financial Planning’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
-4,592
Closed -$210K – 69
2025
Q3 		$210K Buy
+4,592
New +$202K 0.05% 61

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
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

Leading Edge Financial Planning's DFAU Position: Q4 2025 in Review

Leading Edge Financial Planning sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2025, closing a stake of 4,592 shares — an estimated $210K sold.

Leading Edge Financial Planning first reported a position in DFAU in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 562 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

  • Leading Edge Financial Planning reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • Leading Edge Financial Planning sold 4,592 Dimensional US Core Equity Market ETF shares in Q4 2025, an estimated $210K.
  • Leading Edge Financial Planning first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and held it in 1 quarter.
  • Leading Edge Financial Planning's Dimensional US Core Equity Market ETF position peaked at $210K in Q3 2025.
  • 562 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on Leading Edge Financial Planning's 13F filing for Q4 2025, filed 21 Jan 2026.