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Milestone Asset Management Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Milestone Asset Management 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
Q1 		$3.15M Buy
69,796
+3,486
+5% +$164K 1.84% 19
2025
Q4 		$3.1M Buy
66,310
+13,767
+26% +$638K 1.75% 19
2025
Q3 		$2.4M Buy
52,543
+7,876
+18% +$347K 1.51% 21
2025
Q2 		$1.89M Buy
44,667
+4,778
+12% +$187K 1.4% 22
2025
Q1 		$1.53M Buy
39,889
+6,635
+20% +$269K 1.39% 26
2024
Q4 		$1.35M Buy
+33,254
New +$1.36M 1.2% 26

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

Milestone Asset Management Group's DFAU Position: Q1 2026 in Review

Milestone Asset Management Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.3% in Q1 2026, buying an estimated $164K and bringing the position to 69,796 shares worth $3.15M. The position accounts for 1.84% of the portfolio, ranked #19.

Milestone Asset Management Group first reported a position in DFAU in Q4 2024 and has held it in 6 quarters since. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Milestone Asset Management Group held 69,796 shares of Dimensional US Core Equity Market ETF worth $3.15M as of Q1 2026.
  • Milestone Asset Management Group bought 3,486 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $164K.
  • Dimensional US Core Equity Market ETF made up 1.84% of Milestone Asset Management Group's portfolio in Q1 2026, its #19 holding.
  • Milestone Asset Management Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.