Tanglewood Legacy Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Tanglewood Legacy Advisors’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	$1.83M	Sell	40,517 -2,000	-5%	-$94K	0.66%	25
2025 Q4	$1.99M	Hold	42,517	–	–	0.75%	21
2025 Q3	$1.95M	Hold	42,517	–	–	0.75%	22
2025 Q2	$1.8M	Hold	42,517	–	–	0.74%	24
2025 Q1	$1.63M	Sell	42,517 -15,770	-27%	-$640K	0.72%	23
2024 Q4	$2.36M	Hold	58,287	–	–	1.01%	17
2024 Q3	$2.31M	Hold	58,287	–	–	1.03%	18
2024 Q2	$2.19M	Sell	58,287 -49	-0.1%	-$1.78K	1.03%	18
2024 Q1	$2.13M	Hold	58,336	–	–	1.05%	17
2023 Q4	$1.94M	Sell	58,336 -29,664	-34%	-$921K	1.06%	18
2023 Q3	$2.64M	Hold	88,000	–	–	1.58%	12
2023 Q2	$2.73M	Buy	88,000 +14,995	+21%	+$440K	1.58%	12
2023 Q1	$2.1M	Buy	+73,005	New	+$2.06M	1.34%	15

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 $2.33B AUM 20.04% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 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

MJFG

Mars Jewett Financial Group Bellevue, Washington $316M AUM

Tanglewood Legacy Advisors's DFAU Position: Q1 2026 in Review

Tanglewood Legacy Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 4.7% in Q1 2026, selling an estimated $94K and leaving 40,517 shares worth $1.83M. The position accounts for 0.66% of the portfolio, ranked #25.

Tanglewood Legacy Advisors first reported a position in DFAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.73M in Q2 2023. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Tanglewood Legacy Advisors held 40,517 shares of Dimensional US Core Equity Market ETF worth $1.83M as of Q1 2026.
Tanglewood Legacy Advisors sold 2,000 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $94K.
Dimensional US Core Equity Market ETF made up 0.66% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #25 holding.
Tanglewood Legacy Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 13 quarters since.
Tanglewood Legacy Advisors's Dimensional US Core Equity Market ETF position peaked at $2.73M in Q2 2023.
571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.