Next Level Wealth Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Next Level Wealth Planning’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	$223K	Buy	+4,932	New	+$232K	0.11%	66

Other funds holding DFAU

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

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

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

Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM

Next Level Wealth Planning's DFAU Position: Q1 2026 in Review

Next Level Wealth Planning opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q1 2026: 4,932 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #66 among its holdings.

571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Next Level Wealth Planning held 4,932 shares of Dimensional US Core Equity Market ETF worth $223K as of Q1 2026.
Dimensional US Core Equity Market ETF was a new Next Level Wealth Planning position in Q1 2026.
Dimensional US Core Equity Market ETF made up 0.11% of Next Level Wealth Planning's portfolio in Q1 2026, its #66 holding.
571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.