SAI
DFAU icon

Savvy Advisors Inc’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Savvy Advisors Inc’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 		$3.71M Buy
82,196
+14,935
+22% +$702K 0.1% 158
2025
Q4 		$3.15M Buy
67,261
+1,189
+2% +$55.1K 0.1% 143
2025
Q3 		$3.02M Buy
66,072
+57,527
+673% +$2.53M 0.14% 109
2025
Q2 		$362K Buy
+8,545
New +$335K 0.02% 443

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

Savvy Advisors Inc's DFAU Position: Q1 2026 in Review

Savvy Advisors Inc increased its Dimensional US Core Equity Market ETF (DFAU) stake by 22% in Q1 2026, buying an estimated $702K and bringing the position to 82,196 shares worth $3.71M. The position accounts for 0.1% of the portfolio, ranked #158.

Savvy Advisors Inc first reported a position in DFAU in Q2 2025 and has held it in 4 quarters since. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Savvy Advisors Inc held 82,196 shares of Dimensional US Core Equity Market ETF worth $3.71M as of Q1 2026.
  • Savvy Advisors Inc bought 14,935 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $702K.
  • Dimensional US Core Equity Market ETF made up 0.1% of Savvy Advisors Inc's portfolio in Q1 2026, its #158 holding.
  • Savvy Advisors Inc first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.