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Longview Asset Management (New Mexico)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Longview Asset Management (New Mexico)’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 		$226K Sell
4,837
-307
-6% -$14.2K 0.16% 43
2025
Q3 		$235K Sell
5,144
-286
-5% -$12.6K 0.16% 42
2025
Q2 		$230K Sell
5,430
-51
-0.9% -$2K 0.17% 46
2025
Q1 		$211K Buy
5,481
+242
+5% +$9.82K 0.18% 54
2024
Q4 		$212K Buy
+5,239
New +$214K 0.18% 52

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 $24.7B AUM 15.55% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Longview Asset Management (New Mexico)'s DFAU Position: Q4 2025 in Review

Longview Asset Management (New Mexico) reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 6% in Q4 2025, selling an estimated $14.2K and leaving 4,837 shares worth $226K. The position accounts for 0.16% of the portfolio, ranked #43.

Longview Asset Management (New Mexico) first reported a position in DFAU in Q4 2024 and has held it in 5 quarters since. The position peaked at $235K in Q3 2025. 562 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

  • Longview Asset Management (New Mexico) held 4,837 shares of Dimensional US Core Equity Market ETF worth $226K as of Q4 2025.
  • Longview Asset Management (New Mexico) sold 307 Dimensional US Core Equity Market ETF shares in Q4 2025, an estimated $14.2K.
  • Dimensional US Core Equity Market ETF made up 0.16% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #43 holding.
  • Longview Asset Management (New Mexico) first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 5 quarters since.
  • Longview Asset Management (New Mexico)'s Dimensional US Core Equity Market ETF position peaked at $235K in Q3 2025.
  • 562 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.