Planning Project LLC’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Planning Project LLC’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 Q4	$387K	Buy	+8,277	New	+$384K	0.1%	25

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Planning Project LLC's DFAU Position: Q4 2025 in Review

Planning Project LLC opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q4 2025: 8,277 shares worth $387K. The stake represents 0.1% of the portfolio and ranks #25 among its holdings.

562 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

Planning Project LLC held 8,277 shares of Dimensional US Core Equity Market ETF worth $387K as of Q4 2025.
Dimensional US Core Equity Market ETF was a new Planning Project LLC position in Q4 2025.
Dimensional US Core Equity Market ETF made up 0.1% of Planning Project LLC's portfolio in Q4 2025, its #25 holding.
562 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.