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NorthRock Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

NorthRock Partners’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
Q2 		– Sell
-954
Closed -$36.7K – 717
2025
Q1 		$36.7K Sell
954
-48
-5% -$1.95K ﹤0.01% 709
2024
Q4 		$40.6K Buy
1,002
+48
+5% +$1.96K ﹤0.01% 665
2024
Q3 		$37.9K Buy
+954
New +$36.4K ﹤0.01% 712
2024
Q2 		– Sell
-256
Closed -$9.35K – 821
2024
Q1 		$9.35K Hold
256
– – ﹤0.01% 745
2023
Q4 		$8.51K Buy
+256
New +$7.95K ﹤0.01% 690

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NorthRock Partners's DFAU Position: Q2 2025 in Review

NorthRock Partners sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2025, closing a stake of 954 shares — an estimated $36.7K sold.

NorthRock Partners first reported a position in DFAU in Q4 2023 and held it in 5 quarters. The position peaked at $40.6K in Q4 2024. 497 funds tracked by Wall St. Rank hold DFAU as of Q2 2025.

  • NorthRock Partners reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 954 Dimensional US Core Equity Market ETF shares in Q2 2025, an estimated $36.7K.
  • NorthRock Partners first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and held it in 5 quarters.
  • NorthRock Partners's Dimensional US Core Equity Market ETF position peaked at $40.6K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.