Simplex Trading
DFAU icon

Simplex Trading’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Simplex Trading’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 		$224K Buy
5,800
+5,600
+2,800% +$263K ﹤0.01% 4174
2025
Q4 		$6.58K Sell
200
-20,600
-99% -$955K ﹤0.01% 7270
2025
Q3 		$1.05M Buy
20,800
+20,000
+2,500% +$881K ﹤0.01% 2989
2025
Q2 		$23K Buy
800
+100
+14% +$3.92K ﹤0.01% 6639
2025
Q1 		$28K Buy
700
+200
+40% +$8.11K ﹤0.01% 6292
2024
Q4 		$27K Buy
500
+300
+150% +$12.3K ﹤0.01% 6443
2024
Q3 		$2K Buy
200
+100
+100% +$3.82K ﹤0.01% 7975
2024
Q2 		$2K Buy
+100
New +$3.63K ﹤0.01% 8249
2024
Q1 		– Sell
-200
Closed -$5K – 9024
2023
Q4 		$5K Buy
+200
New +$6.21K ﹤0.01% 7836
2023
Q3 		– Sell
-700
Closed -$17K – 8866
2023
Q2 		$17K Sell
700
-300
-30% -$8.8K ﹤0.01% 6924
2023
Q1 		$44K Buy
1,000
+900
+900% +$25.4K ﹤0.01% 6058
2022
Q4 		$3K Buy
+100
New +$2.72K ﹤0.01% 8347

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

Simplex Trading's DFAU Position: Q4 2024 in Review

Simplex Trading sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2024, closing a stake of 695 shares — an estimated $28.4K sold.

Simplex Trading first reported a position in DFAU in Q3 2023 and held it in 2 quarters. The position peaked at $27K in Q3 2024. 463 funds tracked by Wall St. Rank hold DFAU as of Q4 2024.

  • Simplex Trading reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 695 Dimensional US Core Equity Market ETF shares in Q4 2024, an estimated $28.4K.
  • Simplex Trading first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and held it in 2 quarters.
  • Simplex Trading's Dimensional US Core Equity Market ETF position peaked at $27K in Q3 2024.
  • 463 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.