TWP
DFAU icon

Total Wealth Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Total Wealth Planning’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
Q4 		– Sell
-9,004
Closed -$412K – 50
2025
Q3 		$412K Sell
9,004
-920
-9% -$40.5K 0.05% 86
2025
Q2 		$420K Sell
9,924
-2,757
-22% -$108K 0.05% 82
2025
Q1 		$487K Sell
12,681
-382
-3% -$15.5K 0.07% 65
2024
Q4 		$529K Sell
13,063
-705
-5% -$28.8K 0.08% 64
2024
Q3 		$546K Buy
13,768
+2
+0% +$76 0.09% 63
2024
Q2 		$539K Buy
13,766
+2
+0% +$73 0.09% 62
2024
Q1 		$503K Sell
13,764
-506
-4% -$17.5K 0.09% 66
2023
Q4 		$474K Sell
14,270
-2,873
-17% -$89.2K 0.09% 67
2023
Q3 		$513K Sell
17,143
-3,433
-17% -$107K 0.1% 61
2023
Q2 		$638K Sell
20,576
-3,361
-14% -$98.6K 0.13% 56
2023
Q1 		$689K Buy
23,937
+50
+0.2% +$1.41K 0.15% 56
2022
Q4 		$645K Sell
23,887
-9,476
-28% -$258K 0.16% 56
2022
Q3 		$839K Sell
33,363
-154,299
-82% -$4.3M 0.24% 45
2022
Q2 		$4.96M Sell
187,662
-111,599
-37% -$3.2M 1.44% 18
2022
Q1 		$9.43M Buy
+299,261
New +$9.3M 2.55% 8

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 $2.33B AUM 20.04% 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
Focus Partners Wealth
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Total Wealth Planning's DFAU Position: Q4 2025 in Review

Total Wealth Planning sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2025, closing a stake of 9,004 shares — an estimated $412K sold.

Total Wealth Planning first reported a position in DFAU in Q1 2022 and held it in 15 quarters. The position peaked at $9.43M in Q1 2022. 560 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

  • Total Wealth Planning reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 9,004 Dimensional US Core Equity Market ETF shares in Q4 2025, an estimated $412K.
  • Total Wealth Planning first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and held it in 15 quarters.
  • Total Wealth Planning's Dimensional US Core Equity Market ETF position peaked at $9.43M in Q1 2022.
  • 560 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.