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

Parkwoods Wealth 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
2026
Q1 		$10.2M Buy
225,329
+146,133
+185% +$6.87M 2.49% 10
2025
Q4 		$3.71M Buy
79,196
+28,767
+57% +$1.33M 1.09% 14
2025
Q3 		$2.31M Buy
50,429
+45,022
+833% +$1.98M 0.79% 18
2025
Q2 		$229K Buy
+5,407
New +$212K 0.13% 68

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

Parkwoods Wealth Partners's DFAU Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its Dimensional US Core Equity Market ETF (DFAU) stake by 185% in Q1 2026, buying an estimated $6.87M and bringing the position to 225,329 shares worth $10.2M. The position accounts for 2.49% of the portfolio, ranked #10.

Parkwoods Wealth Partners first reported a position in DFAU in Q2 2025 and has held it in 4 quarters since. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Parkwoods Wealth Partners held 225,329 shares of Dimensional US Core Equity Market ETF worth $10.2M as of Q1 2026.
  • Parkwoods Wealth Partners bought 146,133 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $6.87M.
  • Dimensional US Core Equity Market ETF made up 2.49% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #10 holding.
  • Parkwoods Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.