Ritholtz Wealth Management
DFAU icon

Ritholtz Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Ritholtz Wealth Management’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
-11,552
Closed -$541K – 1214
2025
Q4 		$541K Buy
+11,552
New +$535K 0.01% 697

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Annex Advisory Services
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Focus Partners Wealth
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AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Modera Wealth Management
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MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Ritholtz Wealth Management's DFAU Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 11,552 shares — an estimated $541K sold.

Ritholtz Wealth Management first reported a position in DFAU in Q4 2025 and held it in 1 quarter. The position peaked at $541K in Q4 2025. 578 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 11,552 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $541K.
  • Ritholtz Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and held it in 1 quarter.
  • Ritholtz Wealth Management's Dimensional US Core Equity Market ETF position peaked at $541K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.