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

Nalls Sherbakoff 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
2025 Q4	$223K	Buy	4,764 +12	+0.3%	+$556	0.16%	93
2025 Q3	$217K	Buy	4,752 +13	+0.3%	+$573	0.15%	100
2025 Q2	$201K	Sell	4,739 -163	-3%	-$6.39K	0.15%	98
2025 Q1	$188K	Buy	+4,902	New	+$199K	0.15%	96
2023 Q4	$161K	Buy	4,835 +19	+0.4%	+$590	0.14%	98
2023 Q3	$144K	Buy	4,816 +33	+0.7%	+$1.03K	0.14%	98
2023 Q2	$139K	Hold	4,783	–	–	0.14%	100
2023 Q1	$136K	Buy	+4,783	New	+$135K	0.14%	101

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 $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

AAS

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

Nalls Sherbakoff Group's DFAU Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.25% in Q4 2025, buying an estimated $556 and bringing the position to 4,764 shares worth $223K. The position accounts for 0.16% of the portfolio, ranked #93.

Nalls Sherbakoff Group first reported a position in DFAU in Q1 2023 and has held it in 8 quarters since. 561 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

Nalls Sherbakoff Group held 4,764 shares of Dimensional US Core Equity Market ETF worth $223K as of Q4 2025.
Nalls Sherbakoff Group bought 12 Dimensional US Core Equity Market ETF shares in Q4 2025, an estimated $556.
Dimensional US Core Equity Market ETF made up 0.16% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #93 holding.
Nalls Sherbakoff Group first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 8 quarters since.
561 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.