Momentous Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Momentous Wealth Management’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	–	Sell	-4,698	Closed	-$220K	–	45
2025 Q4	$220K	Sell	4,698 -426	-8%	-$19.7K	0.12%	42
2025 Q3	$234K	Sell	5,124 -128	-2%	-$5.64K	0.15%	34
2025 Q2	$222K	Sell	5,252 -190	-3%	-$7.45K	0.14%	40
2025 Q1	$209K	Sell	5,442 -694	-11%	-$28.2K	0.15%	44
2024 Q4	$248K	Buy	+6,136	New	+$251K	0.21%	32

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Momentous Wealth Management's DFAU Position: Q1 2026 in Review

Momentous Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 4,698 shares — an estimated $220K sold.

Momentous Wealth Management first reported a position in DFAU in Q4 2024 and held it in 5 quarters. The position peaked at $248K in Q4 2024. 577 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Momentous Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
Momentous Wealth Management sold 4,698 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $220K.
Momentous Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and held it in 5 quarters.
Momentous Wealth Management's Dimensional US Core Equity Market ETF position peaked at $248K in Q4 2024.
577 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.