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

Tandem Financial’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 		$3.83M Buy
+84,868
New +$3.99M 1.22% 23
2025
Q4 		– Sell
-80,439
Closed -$3.68M – 57
2025
Q3 		$3.68M Buy
+80,439
New +$3.54M 1.37% 19

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 $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 $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 $316M AUM

Tandem Financial's DFAU Position: Q1 2026 in Review

Tandem Financial opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q1 2026: 84,868 shares worth $3.83M. The stake represents 1.22% of the portfolio and ranks #23 among its holdings. This is a return to the name: Tandem Financial previously reported a position in DFAU as recently as Q3 2025.

Tandem Financial first reported a position in DFAU in Q3 2025 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Tandem Financial held 84,868 shares of Dimensional US Core Equity Market ETF worth $3.83M as of Q1 2026.
  • Dimensional US Core Equity Market ETF was a new Tandem Financial position in Q1 2026.
  • Dimensional US Core Equity Market ETF made up 1.22% of Tandem Financial's portfolio in Q1 2026, its #23 holding.
  • Tandem Financial first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and has held it in 2 quarters since.
  • 573 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.