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Mark Sheptoff Financial Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Mark Sheptoff 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
2026
Q1 		– Sell
-770
Closed -$36K – 526
2025
Q4 		$36K Hold
770
– – 0.02% 220
2025
Q3 		$35.2K Hold
770
– – 0.02% 219
2025
Q2 		$32.6K Hold
770
– – 0.02% 218
2025
Q1 		$29.6K Hold
770
– – 0.02% 210
2024
Q4 		$31.2K Hold
770
– – 0.02% 215
2024
Q3 		$30.6K Hold
770
– – 0.02% 211
2024
Q2 		$28.9K Hold
770
– – 0.02% 227
2024
Q1 		$28.1K Buy
770
+220
+40% +$7.62K 0.02% 216
2023
Q4 		$18.3K Hold
550
– – 0.01% 238
2023
Q3 		$16.5K Hold
550
– – 0.01% 224
2023
Q2 		$17K Hold
550
– – 0.01% 234
2023
Q1 		$15.8K Hold
550
– – 0.01% 229
2022
Q4 		$14.9K Hold
550
– – 0.01% 242
2022
Q3 		$14K Hold
550
– – 0.01% 229
2022
Q2 		$15K Buy
+550
New +$15.8K 0.01% 236

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
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

Mark Sheptoff Financial Planning's DFAU Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 770 shares — an estimated $36K sold.

Mark Sheptoff Financial Planning first reported a position in DFAU in Q2 2022 and held it in 15 quarters. The position peaked at $36K in Q4 2025. 578 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 770 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $36K.
  • Mark Sheptoff Financial Planning first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and held it in 15 quarters.
  • Mark Sheptoff Financial Planning's Dimensional US Core Equity Market ETF position peaked at $36K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.