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Martin Worley Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Martin Worley Group’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
Q2 		$9.49M Buy
223,965
+1,947
+0.9% +$76.3K 4.64% 3
2025
Q1 		$8.53M Buy
222,018
+22,906
+12% +$929K 4.87% 2
2024
Q4 		$8.06M Buy
+199,112
New +$8.13M 5.04% 2

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Martin Worley Group's DFAU Position: Q2 2025 in Review

Martin Worley Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.88% in Q2 2025, buying an estimated $76.3K and bringing the position to 223,965 shares worth $9.49M. The position accounts for 4.64% of the portfolio, ranked #3.

Martin Worley Group first reported a position in DFAU in Q4 2024 and has held it in 3 quarters since. 497 funds tracked by Wall St. Rank hold DFAU as of Q2 2025.

  • Martin Worley Group held 223,965 shares of Dimensional US Core Equity Market ETF worth $9.49M as of Q2 2025.
  • Martin Worley Group bought 1,947 Dimensional US Core Equity Market ETF shares in Q2 2025, an estimated $76.3K.
  • Dimensional US Core Equity Market ETF made up 4.64% of Martin Worley Group's portfolio in Q2 2025, its #3 holding.
  • Martin Worley Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 497 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.