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DFAU icon

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

&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 		– Sell
-5,205
Closed -$244K – 2418
2025
Q4 		$244K Buy
5,205
+755
+17% +$35K ﹤0.01% 2038
2025
Q3 		$204K Buy
+4,450
New +$196K ﹤0.01% 1962

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 $2.54B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $97.6B AUM 29.43% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

&Partners's DFAU Position: Q1 2026 in Review

&Partners sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 5,205 shares — an estimated $244K sold.

&Partners first reported a position in DFAU in Q3 2025 and held it in 2 quarters. The position peaked at $244K in Q4 2025. 575 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • &Partners reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • &Partners sold 5,205 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $244K.
  • &Partners first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and held it in 2 quarters.
  • &Partners's Dimensional US Core Equity Market ETF position peaked at $244K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.