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Orion Portfolio Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.1M Buy
54,627
+5,832
+12% +$237K 0.02% 679
2024
Q4 		$1.98M Sell
48,795
-596
-1% -$24.3K 0.02% 706
2024
Q3 		$1.96M Buy
49,391
+801
+2% +$30.6K 0.02% 698
2024
Q2 		$1.82M Sell
48,590
-1,634
-3% -$59.4K 0.02% 684
2024
Q1 		$1.84M Sell
50,224
-1,540
-3% -$53.3K 0.02% 697
2023
Q4 		$1.71M Sell
51,764
-1,625
-3% -$50.4K 0.02% 710
2023
Q3 		$1.6M Buy
53,389
+618
+1% +$19.2K 0.02% 708
2023
Q2 		$1.64M Buy
52,771
+990
+2% +$29K 0.02% 741
2023
Q1 		$1.49M Sell
51,781
-42,621
-45% -$1.2M 0.02% 717
2022
Q4 		$2.55M Buy
94,402
+15,677
+20% +$426K 0.09% 155
2022
Q3 		$1.98M Sell
78,725
-2,636
-3% -$73.4K 0.08% 165
2022
Q2 		$2.15M Sell
81,361
-1,837
-2% -$52.7K 0.09% 151
2022
Q1 		$2.62M Buy
83,198
+11,378
+16% +$353K 0.09% 141
2021
Q4 		$2.37M Buy
71,820
+3,306
+5% +$106K 0.08% 156
2021
Q3 		$2.06M Buy
68,514
+1,967
+3% +$60.7K 0.08% 161
2021
Q2 		$2.01M Buy
+66,547
New +$1.97M 0.08% 144

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Orion Portfolio Solutions's DFAU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dimensional US Core Equity Market ETF (DFAU) stake by 12% in Q1 2025, buying an estimated $237K and bringing the position to 54,627 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #679.

Orion Portfolio Solutions first reported a position in DFAU in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.62M in Q1 2022. 476 funds tracked by Wall St. Rank hold DFAU as of Q1 2025.

  • Orion Portfolio Solutions held 54,627 shares of Dimensional US Core Equity Market ETF worth $2.1M as of Q1 2025.
  • Orion Portfolio Solutions bought 5,832 Dimensional US Core Equity Market ETF shares in Q1 2025, an estimated $237K.
  • Dimensional US Core Equity Market ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #679 holding.
  • Orion Portfolio Solutions first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 16 quarters since.
  • Orion Portfolio Solutions's Dimensional US Core Equity Market ETF position peaked at $2.62M in Q1 2022.
  • 476 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.