Raymond James Financial
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Raymond James Financial’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Raymond James Financial’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 		$12.8M Buy
284,758
+26,454
+10% +$1.24M ﹤0.01% 1810
2025
Q4 		$12.1M Buy
258,304
+21,345
+9% +$989K ﹤0.01% 1810
2025
Q3 		$10.8M Sell
236,959
-24,458
-9% -$1.08M ﹤0.01% 1858
2025
Q2 		$11.1M Sell
261,417
-8,266
-3% -$324K ﹤0.01% 1785
2025
Q1 		$10.4M Buy
269,683
+26,628
+11% +$1.08M ﹤0.01% 1787
2024
Q4 		$9.84M Buy
+243,055
New +$9.93M ﹤0.01% 1855

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

Raymond James Financial's DFAU Position: Q1 2026 in Review

Raymond James Financial increased its Dimensional US Core Equity Market ETF (DFAU) stake by 10% in Q1 2026, buying an estimated $1.24M and bringing the position to 284,758 shares worth $12.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Raymond James Financial first reported a position in DFAU in Q4 2024 and has held it in 6 quarters since. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Raymond James Financial held 284,758 shares of Dimensional US Core Equity Market ETF worth $12.8M as of Q1 2026.
  • Raymond James Financial bought 26,454 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $1.24M.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1810 holding.
  • Raymond James Financial first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.