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

SOL 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
2026
Q1 		– Sell
-20,973
Closed -$982K – 114
2025
Q4 		$982K Buy
20,973
+900
+4% +$41.7K 0.09% 176
2025
Q3 		$919K Sell
20,073
-2,752
-12% -$121K 0.08% 177
2025
Q2 		$967K Buy
22,825
+600
+3% +$23.5K 0.09% 171
2025
Q1 		$854K Hold
22,225
– – 0.09% 172
2024
Q4 		$900K Buy
22,225
+700
+3% +$28.6K 0.1% 165
2024
Q3 		$854K Hold
21,525
– – 0.09% 179
2024
Q2 		$807K Sell
21,525
-225
-1% -$8.18K 0.1% 177
2024
Q1 		$795K Hold
21,750
– – 0.1% 182
2023
Q4 		$723K Buy
21,750
+8,600
+65% +$267K 0.1% 185
2023
Q3 		$394K Buy
13,150
+1,375
+12% +$42.8K 0.06% 227
2023
Q2 		$365K Hold
11,775
– – 0.06% 233
2023
Q1 		$339K Buy
11,775
+350
+3% +$9.89K 0.06% 236
2022
Q4 		$309K Buy
+11,425
New +$311K 0.05% 231

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

SOL Capital Management's DFAU Position: Q1 2026 in Review

SOL Capital Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 20,973 shares — an estimated $982K sold.

SOL Capital Management first reported a position in DFAU in Q4 2022 and held it in 13 quarters. The position peaked at $982K in Q4 2025. 575 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • SOL Capital Management reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 20,973 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $982K.
  • SOL Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and held it in 13 quarters.
  • SOL Capital Management's Dimensional US Core Equity Market ETF position peaked at $982K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.