Mercer Global Advisors
DFAU icon

Mercer Global Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Mercer Global Advisors’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 		$25.1M Buy
555,624
+230,523
+71% +$10.8M 0.04% 277
2025
Q4 		$15.2M Sell
325,101
-17,399
-5% -$806K 0.02% 388
2025
Q3 		$15.7M Sell
342,500
-69,306
-17% -$3.05M 0.03% 369
2025
Q2 		$17.4M Sell
411,806
-164,466
-29% -$6.45M 0.04% 275
2025
Q1 		$22.2M Buy
576,272
+161,841
+39% +$6.57M 0.05% 205
2024
Q4 		$16.8M Buy
414,431
+186,193
+82% +$7.61M 0.04% 248
2024
Q3 		$8.97M Buy
228,238
+4,446
+2% +$170K 0.02% 348
2024
Q2 		$8.39M Buy
223,792
+4,392
+2% +$160K 0.02% 340
2024
Q1 		$8.02M Buy
219,400
+73
+0% +$2.53K 0.02% 351
2023
Q4 		$7.29M Sell
219,327
-17,857
-8% -$554K 0.02% 377
2023
Q3 		$7.1M Sell
237,184
-64,060
-21% -$1.99M 0.03% 343
2023
Q2 		$9.34M Buy
301,244
+42,545
+16% +$1.25M 0.04% 309
2023
Q1 		$7.44M Sell
258,699
-41,661
-14% -$1.18M 0.03% 339
2022
Q4 		$8.12M Sell
300,360
-48,820
-14% -$1.33M 0.04% 314
2022
Q3 		$8.78M Buy
349,180
+54,215
+18% +$1.51M 0.05% 250
2022
Q2 		$7.8M Buy
294,965
+76,735
+35% +$2.2M 0.05% 264
2022
Q1 		$6.88M Buy
218,230
+23,790
+12% +$739K 0.04% 305
2021
Q4 		$6.42M Buy
194,440
+14,619
+8% +$469K 0.04% 312
2021
Q3 		$5.42M Buy
179,821
+35,133
+24% +$1.08M 0.04% 330
2021
Q2 		$4.37M Buy
144,688
+29,002
+25% +$857K 0.03% 350
2021
Q1 		$3.26M Buy
+115,686
New +$3.17M 0.03% 398

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

Mercer Global Advisors's DFAU Position: Q1 2026 in Review

Mercer Global Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 71% in Q1 2026, buying an estimated $10.8M and bringing the position to 555,624 shares worth $25.1M. The position accounts for 0.04% of the portfolio, ranked #277.

Mercer Global Advisors first reported a position in DFAU in Q1 2021 and has held it in 21 quarters since. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Mercer Global Advisors held 555,624 shares of Dimensional US Core Equity Market ETF worth $25.1M as of Q1 2026.
  • Mercer Global Advisors bought 230,523 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $10.8M.
  • Dimensional US Core Equity Market ETF made up 0.04% of Mercer Global Advisors's portfolio in Q1 2026, its #277 holding.
  • Mercer Global Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 21 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.