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RCS Financial Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

RCS Financial Planning’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 		$2.29M Sell
50,683
-1,816
-3% -$85.4K 1.19% 18
2025
Q4 		$2.46M Sell
52,499
-4,347
-8% -$201K 1.06% 24
2025
Q3 		$2.6M Sell
56,846
-591
-1% -$26K 1.15% 24
2025
Q2 		$2.43M Sell
57,437
-394
-0.7% -$15.4K 1.21% 22
2025
Q1 		$2.22M Sell
57,831
-3,478
-6% -$141K 1.17% 22
2024
Q4 		$2.48M Sell
61,309
-2,472
-4% -$101K 1.32% 21
2024
Q3 		$2.53M Sell
63,781
-2,634
-4% -$101K 1.41% 17
2024
Q2 		$2.49M Sell
66,415
-487
-0.7% -$17.7K 1.47% 15
2024
Q1 		$2.44M Sell
66,902
-27,817
-29% -$963K 1.5% 15
2023
Q4 		$3.15M Sell
94,719
-19,405
-17% -$602K 2.06% 9
2023
Q3 		$3.42M Sell
114,124
-4,819
-4% -$150K 2.61% 9
2023
Q2 		$3.69M Sell
118,943
-19,600
-14% -$575K 3.04% 9
2023
Q1 		$3.99M Sell
138,543
-2,168
-2% -$61.3K 3.54% 8
2022
Q4 		$3.8M Buy
+140,711
New +$3.82M 3.69% 8

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

RCS Financial Planning's DFAU Position: Q1 2026 in Review

RCS Financial Planning reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 3.5% in Q1 2026, selling an estimated $85.4K and leaving 50,683 shares worth $2.29M. The position accounts for 1.19% of the portfolio, ranked #18.

RCS Financial Planning first reported a position in DFAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.99M in Q1 2023. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • RCS Financial Planning held 50,683 shares of Dimensional US Core Equity Market ETF worth $2.29M as of Q1 2026.
  • RCS Financial Planning sold 1,816 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $85.4K.
  • Dimensional US Core Equity Market ETF made up 1.19% of RCS Financial Planning's portfolio in Q1 2026, its #18 holding.
  • RCS Financial Planning first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
  • RCS Financial Planning's Dimensional US Core Equity Market ETF position peaked at $3.99M in Q1 2023.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.