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Michael A Dubis Financial Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Michael A Dubis 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
2025
Q1 		$314K Buy
8,173
+4
+0% +$162 0.31% 36
2024
Q4 		$331K Buy
+8,169
New +$334K 0.32% 36

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Michael A Dubis Financial Planning's DFAU Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.05% in Q1 2025, buying an estimated $162 and bringing the position to 8,173 shares worth $314K. The position accounts for 0.31% of the portfolio, ranked #36.

Michael A Dubis Financial Planning first reported a position in DFAU in Q4 2024 and has held it in 2 quarters since. The position peaked at $331K in Q4 2024. 477 funds tracked by Wall St. Rank hold DFAU as of Q1 2025.

  • Michael A Dubis Financial Planning held 8,173 shares of Dimensional US Core Equity Market ETF worth $314K as of Q1 2025.
  • Michael A Dubis Financial Planning bought 4 Dimensional US Core Equity Market ETF shares in Q1 2025, an estimated $162.
  • Dimensional US Core Equity Market ETF made up 0.31% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #36 holding.
  • Michael A Dubis Financial Planning first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's Dimensional US Core Equity Market ETF position peaked at $331K in Q4 2024.
  • 477 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.