SMA
DFAU icon

Seven Mile Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Seven Mile Advisory’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
-188,225
Closed -$8.81M – 205
2025
Q4 		$8.81M Buy
188,225
+14,696
+8% +$681K 1.51% 21
2025
Q3 		$7.94M Buy
+173,529
New +$7.65M 1.28% 24

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 $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

Seven Mile Advisory's DFAU Position: Q1 2026 in Review

Seven Mile Advisory sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 188,225 shares — an estimated $8.81M sold.

Seven Mile Advisory first reported a position in DFAU in Q3 2025 and held it in 2 quarters. The position peaked at $8.81M in Q4 2025. 572 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Seven Mile Advisory reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 188,225 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $8.81M.
  • Seven Mile Advisory first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and held it in 2 quarters.
  • Seven Mile Advisory's Dimensional US Core Equity Market ETF position peaked at $8.81M in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.