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Retirement Guys Formula’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Retirement Guys Formula’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 		$1.46M Sell
32,340
-5,305
-14% -$249K 0.67% 60
2025
Q4 		$1.76M Sell
37,645
-1,992
-5% -$92.3K 0.8% 44
2025
Q3 		$1.81M Sell
39,637
-1,879
-5% -$82.8K 0.64% 49
2025
Q2 		$1.76M Sell
41,516
-156
-0.4% -$6.12K 0.67% 50
2025
Q1 		$1.6M Sell
41,672
-14,417
-26% -$585K 0.8% 43
2024
Q4 		$2.27M Sell
56,089
-5,535
-9% -$226K 1.15% 19
2024
Q3 		$2.45M Buy
61,624
+2,572
+4% +$98.2K 1.14% 17
2024
Q2 		$2.21M Sell
59,052
-4,351
-7% -$158K 1.06% 21
2024
Q1 		$2.32M Sell
63,403
-35,025
-36% -$1.21M 1.13% 19
2023
Q4 		$3.27M Buy
98,428
+20,702
+27% +$643K 1.75% 11
2023
Q3 		$2.33M Sell
77,726
-5,582
-7% -$174K 1.62% 13
2023
Q2 		$2.58M Buy
83,308
+5,267
+7% +$154K 1.5% 17
2023
Q1 		$2.25M Buy
78,041
+1,385
+2% +$39.2K 1.61% 17
2022
Q4 		$2.07M Sell
76,656
-67
-0.1% -$1.82K 1.7% 15
2022
Q3 		$1.93M Buy
76,723
+3,412
+5% +$95K 2.03% 11
2022
Q2 		$1.94M Buy
73,311
+14,030
+24% +$403K 1.99% 10
2022
Q1 		$1.87M Buy
+59,281
New +$1.84M 1.25% 15

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

Retirement Guys Formula's DFAU Position: Q1 2026 in Review

Retirement Guys Formula reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 14% in Q1 2026, selling an estimated $249K and leaving 32,340 shares worth $1.46M. The position accounts for 0.67% of the portfolio, ranked #60.

Retirement Guys Formula first reported a position in DFAU in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.27M in Q4 2023. 572 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Retirement Guys Formula held 32,340 shares of Dimensional US Core Equity Market ETF worth $1.46M as of Q1 2026.
  • Retirement Guys Formula sold 5,305 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $249K.
  • Dimensional US Core Equity Market ETF made up 0.67% of Retirement Guys Formula's portfolio in Q1 2026, its #60 holding.
  • Retirement Guys Formula first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 17 quarters since.
  • Retirement Guys Formula's Dimensional US Core Equity Market ETF position peaked at $3.27M in Q4 2023.
  • 572 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.