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SB Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

SB Capital 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
2025
Q4 		$1.68M Buy
+35,993
New +$1.67M 0.62% 34

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 $2.54B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SB Capital Management's DFAU Position: Q4 2025 in Review

SB Capital Management opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q4 2025: 35,993 shares worth $1.68M. The stake represents 0.62% of the portfolio and ranks #34 among its holdings.

562 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

  • SB Capital Management held 35,993 shares of Dimensional US Core Equity Market ETF worth $1.68M as of Q4 2025.
  • Dimensional US Core Equity Market ETF was a new SB Capital Management position in Q4 2025.
  • Dimensional US Core Equity Market ETF made up 0.62% of SB Capital Management's portfolio in Q4 2025, its #34 holding.
  • 562 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.