PWM
DFAU icon

Parkshore Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Parkshore Wealth Management’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 		$2.01M Sell
44,553
-178
-0.4% -$8.37K 0.67% 20
2025
Q4 		$2.09M Sell
44,731
-730
-2% -$33.8K 0.79% 20
2025
Q3 		$2.08M Sell
45,461
-1,803
-4% -$79.4K 0.85% 20
2025
Q2 		$2M Sell
47,264
-3,271
-6% -$128K 0.98% 19
2025
Q1 		$1.94M Sell
50,535
-200
-0.4% -$8.11K 1.13% 20
2024
Q4 		$2.05M Buy
+50,735
New +$2.07M 1.24% 20

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 $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
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
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

Parkshore Wealth Management's DFAU Position: Q1 2026 in Review

Parkshore Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.4% in Q1 2026, selling an estimated $8.37K and leaving 44,553 shares worth $2.01M. The position accounts for 0.67% of the portfolio, ranked #20.

Parkshore Wealth Management first reported a position in DFAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.09M in Q4 2025. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Parkshore Wealth Management held 44,553 shares of Dimensional US Core Equity Market ETF worth $2.01M as of Q1 2026.
  • Parkshore Wealth Management sold 178 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $8.37K.
  • Dimensional US Core Equity Market ETF made up 0.67% of Parkshore Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Parkshore Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Parkshore Wealth Management's Dimensional US Core Equity Market ETF position peaked at $2.09M in Q4 2025.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.