Spurstone Advisory Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Spurstone Advisory Services’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	-162	Closed	-$7.58K	–	81
2025 Q4	$7.58K	Hold	162	–	–	0.12%	39
2025 Q3	$7.41K	Hold	162	–	–	0.11%	53
2025 Q2	$6.86K	Hold	162	–	–	0.1%	77
2025 Q1	$6.23K	Hold	162	–	–	0.12%	51
2024 Q4	$6.56K	Buy	+162	New	+$6.62K	0.12%	42

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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 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

Spurstone Advisory Services's DFAU Position: Q1 2026 in Review

Spurstone Advisory Services sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 162 shares — an estimated $7.58K sold.

Spurstone Advisory Services first reported a position in DFAU in Q4 2024 and held it in 5 quarters. The position peaked at $7.58K in Q4 2025. 576 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Spurstone Advisory Services reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
Spurstone Advisory Services sold 162 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $7.58K.
Spurstone Advisory Services first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and held it in 5 quarters.
Spurstone Advisory Services's Dimensional US Core Equity Market ETF position peaked at $7.58K in Q4 2025.
576 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.