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Sageworth Trust Company of South Dakota’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sageworth Trust Company of South Dakota’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
Q2 		$4.08M Sell
78,867
-804
-1% -$40.2K 2.52% 12
2026
Q1 		$3.59M Buy
79,671
+1,525
+2% +$71.7K 2.85% 10
2025
Q4 		$3.66M Buy
+78,146
New +$3.62M 2.99% 9

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Sageworth Trust Company of South Dakota's DFAU Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1% in Q2 2026, selling an estimated $40.2K and leaving 78,867 shares worth $4.08M. The position accounts for 2.52% of the portfolio, ranked #12.

Sageworth Trust Company of South Dakota first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Sageworth Trust Company of South Dakota held 78,867 shares of Dimensional US Core Equity Market ETF worth $4.08M as of Q2 2026.
  • Sageworth Trust Company of South Dakota sold 804 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $40.2K.
  • Dimensional US Core Equity Market ETF made up 2.52% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #12 holding.
  • Sageworth Trust Company of South Dakota first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.