NewEdge Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

NewEdge Advisors’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	$2.92M	Sell	64,720 -643	-1%	-$30.2K	0.01%	916
2025 Q4	$3.06M	Buy	65,363 +1,682	+3%	+$78K	0.01%	861
2025 Q3	$2.91M	Buy	63,681 +4,825	+8%	+$213K	0.01%	830
2025 Q2	$2.49M	Buy	58,856 +3,773	+7%	+$148K	0.01%	828
2025 Q1	$2.12M	Buy	55,083 +2,033	+4%	+$82.5K	0.01%	839
2024 Q4	$2.15M	Buy	53,050 +9,041	+21%	+$369K	0.01%	803
2024 Q3	$1.75M	Buy	44,009 +1,634	+4%	+$62.4K	0.01%	849
2024 Q2	$1.59M	Buy	42,375 +4,699	+12%	+$171K	0.01%	856
2024 Q1	$1.38M	Sell	37,676 -38,637	-51%	-$1.34M	0.01%	843
2023 Q4	$2.57M	Buy	76,313 +16,644	+28%	+$517K	0.02%	574
2023 Q3	$1.79M	Sell	59,669 -18,318	-23%	-$570K	0.02%	638
2023 Q2	$2.42M	Sell	77,987 -1,006	-1%	-$29.5K	0.03%	533
2023 Q1	$2.27M	Buy	78,993 +49,014	+163%	+$1.39M	0.03%	495
2022 Q4	$810K	Buy	+29,979	New	+$815K	0.02%	584

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 $2.33B AUM 20.04% 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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

NewEdge Advisors's DFAU Position: Q1 2026 in Review

NewEdge Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.98% in Q1 2026, selling an estimated $30.2K and leaving 64,720 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #916.

NewEdge Advisors first reported a position in DFAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.06M in Q4 2025. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

NewEdge Advisors held 64,720 shares of Dimensional US Core Equity Market ETF worth $2.92M as of Q1 2026.
NewEdge Advisors sold 643 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $30.2K.
Dimensional US Core Equity Market ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #916 holding.
NewEdge Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Dimensional US Core Equity Market ETF position peaked at $3.06M in Q4 2025.
571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.