LWM
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Lionshead Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Lionshead Wealth Management’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 		$1.77M Buy
39,302
+2,232
+6% +$105K 1.31% 24
2025
Q4 		$1.73M Buy
37,070
+1,641
+5% +$76.1K 1.3% 26
2025
Q3 		$1.62M Buy
35,429
+2,212
+7% +$97.5K 1.29% 28
2025
Q2 		$1.41M Sell
33,217
-11,718
-26% -$459K 1.3% 30
2025
Q1 		$1.73M Buy
44,935
+160
+0.4% +$6.49K 1.79% 19
2024
Q4 		$1.81M Buy
+44,775
New +$1.83M 1.31% 23

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 $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
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
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

Lionshead Wealth Management's DFAU Position: Q1 2026 in Review

Lionshead Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 6% in Q1 2026, buying an estimated $105K and bringing the position to 39,302 shares worth $1.77M. The position accounts for 1.31% of the portfolio, ranked #24.

Lionshead Wealth Management first reported a position in DFAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.81M in Q4 2024. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Lionshead Wealth Management held 39,302 shares of Dimensional US Core Equity Market ETF worth $1.77M as of Q1 2026.
  • Lionshead Wealth Management bought 2,232 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $105K.
  • Dimensional US Core Equity Market ETF made up 1.31% of Lionshead Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Lionshead Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Lionshead Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.81M in Q4 2024.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.