Mather Group
DFAU icon

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

Mather 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
2026
Q3 		$657K Sell
12,555
-6,853
-35% -$360K 0.01% 483
2026
Q2 		$1M Buy
19,408
+6,973
+56% +$349K 0.01% 376
2026
Q1 		$561K Hold
12,435
– – 0.01% 460
2025
Q4 		$582K Hold
12,435
– – 0.01% 376
2025
Q3 		$569K Hold
12,435
– – 0.01% 378
2025
Q2 		$527K Hold
12,435
– – 0.01% 381
2025
Q1 		$478K Hold
12,435
– – 0.01% 389
2024
Q4 		$503K Sell
12,435
-4,668
-27% -$191K 0.01% 362
2024
Q3 		$679K Sell
17,103
-2,851
-14% -$109K 0.01% 302
2024
Q2 		$729K Sell
19,954
-412
-2% -$15K 0.01% 324
2024
Q1 		$677K Hold
20,366
– – 0.01% 279
2023
Q4 		$677K Buy
20,366
+2,136
+12% +$66.3K 0.01% 289
2023
Q3 		$546K Sell
18,230
-562
-3% -$17.5K 0.01% 311
2023
Q2 		$582K Sell
18,792
-1,199
-6% -$35.2K 0.01% 319
2023
Q1 		$575K Hold
19,991
– – 0.01% 302
2022
Q4 		$540K Hold
19,991
– – 0.01% 305
2022
Q3 		$503K Sell
19,991
-678
-3% -$18.9K 0.01% 283
2022
Q2 		$546K Sell
20,669
-23,969
-54% -$688K 0.01% 238
2022
Q1 		$1.41M Sell
44,638
-2,543
-5% -$79K 0.03% 133
2021
Q4 		$1.56M Buy
47,181
+3,834
+9% +$123K 0.03% 113
2021
Q3 		$1.31M Buy
43,347
+27,132
+167% +$837K 0.03% 99
2021
Q2 		$490K Buy
16,215
+5,406
+50% +$160K 0.01% 166
2021
Q1 		$305K Buy
+10,809
New +$296K 0.01% 206

Other funds holding DFAU

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Mather Group's DFAU Position: Q3 2026 in Review

Mather Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 35% in Q3 2026, selling an estimated $360K and leaving 12,555 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #483.

Mather Group first reported a position in DFAU in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.56M in Q4 2021. 188 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Mather Group held 12,555 shares of Dimensional US Core Equity Market ETF worth $657K as of Q3 2026.
  • Mather Group sold 6,853 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $360K.
  • Dimensional US Core Equity Market ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #483 holding.
  • Mather Group first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 23 quarters since.
  • Mather Group's Dimensional US Core Equity Market ETF position peaked at $1.56M in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.