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Sterling Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sterling Financial Group’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
2025
Q3 		$3.96M Sell
86,506
-4,790
-5% -$211K 1.25% 15
2025
Q2 		$3.87M Sell
91,296
-915
-1% -$35.9K 1.3% 15
2025
Q1 		$3.54M Sell
92,211
-5,638
-6% -$229K 1.28% 14
2024
Q4 		$3.96M Sell
97,849
-538,741
-85% -$22M 1.47% 14
2024
Q3 		$25.3M Sell
636,590
-1,206
-0.2% -$46.1K 10.8% 3
2024
Q2 		$23.9M Buy
637,796
+44,680
+8% +$1.62M 10.85% 3
2024
Q1 		$21.7M Buy
593,116
+14,007
+2% +$485K 10.29% 3
2023
Q4 		$19.3M Sell
579,109
-21,755
-4% -$675K 11.42% 2
2023
Q3 		$18M Sell
600,864
-44,332
-7% -$1.38M 11.3% 1
2023
Q2 		$20M Buy
645,196
+118,870
+23% +$3.49M 13.26% 1
2023
Q1 		$14.2M Hold
526,326
– – 10.91% 2
2022
Q4 		$14.2M Buy
+526,326
New +$14.3M 10.91% 2

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
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
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
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Sterling Financial Group's DFAU Position: Q3 2025 in Review

Sterling Financial Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 5.2% in Q3 2025, selling an estimated $211K and leaving 86,506 shares worth $3.96M. The position accounts for 1.25% of the portfolio, ranked #15.

Sterling Financial Group first reported a position in DFAU in Q4 2022 and has held it in 12 quarters since. The position peaked at $25.3M in Q3 2024. 506 funds tracked by Wall St. Rank hold DFAU as of Q3 2025.

  • Sterling Financial Group held 86,506 shares of Dimensional US Core Equity Market ETF worth $3.96M as of Q3 2025.
  • Sterling Financial Group sold 4,790 Dimensional US Core Equity Market ETF shares in Q3 2025, an estimated $211K.
  • Dimensional US Core Equity Market ETF made up 1.25% of Sterling Financial Group's portfolio in Q3 2025, its #15 holding.
  • Sterling Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 12 quarters since.
  • Sterling Financial Group's Dimensional US Core Equity Market ETF position peaked at $25.3M in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.