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Solutions 4 Wealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Solutions 4 Wealth’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
-21,378
Closed -$1M – 58
2025
Q4 		$1M Hold
21,378
– – 1.51% 18
2025
Q3 		$978K Hold
21,378
– – 1.52% 15
2025
Q2 		$906K Hold
21,378
– – 1.51% 17
2025
Q1 		$822K Hold
21,378
– – 1.45% 18
2024
Q4 		$866K Hold
21,378
– – 1.57% 18
2024
Q3 		$848K Buy
+21,378
New +$817K 1.66% 18

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

Solutions 4 Wealth's DFAU Position: Q1 2026 in Review

Solutions 4 Wealth sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 21,378 shares — an estimated $1M sold.

Solutions 4 Wealth first reported a position in DFAU in Q3 2024 and held it in 6 quarters. The position peaked at $1M in Q4 2025. 575 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Solutions 4 Wealth reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Solutions 4 Wealth sold 21,378 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $1M.
  • Solutions 4 Wealth first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and held it in 6 quarters.
  • Solutions 4 Wealth's Dimensional US Core Equity Market ETF position peaked at $1M in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.