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Natural Investments’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Natural Investments’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 		– Sell
-8,569
Closed -$330K – 281
2025
Q3 		$330K Buy
+8,569
New +$378K 0.08% 183

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 $2.54B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $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 $316M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Natural Investments's DFAU Position: Q4 2025 in Review

Natural Investments sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2025, closing a stake of 8,569 shares — an estimated $330K sold.

Natural Investments first reported a position in DFAU in Q3 2025 and held it in 1 quarter. The position peaked at $330K in Q3 2025. 562 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

  • Natural Investments reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • Natural Investments sold 8,569 Dimensional US Core Equity Market ETF shares in Q4 2025, an estimated $330K.
  • Natural Investments first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and held it in 1 quarter.
  • Natural Investments's Dimensional US Core Equity Market ETF position peaked at $330K in Q3 2025.
  • 562 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on Natural Investments's 13F filing for Q4 2025, filed 23 Jan 2026.