VT
DFAU icon

Vise Technologies’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Vise Technologies’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 		$6.37M Hold
136,017
– – 0.13% 139
2025
Q4 		$6.37M Buy
136,017
+110,950
+443% +$5.14M 0.12% 139
2025
Q3 		$1.15M Buy
+25,067
New +$1.1M 0.04% 393

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
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 $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

Vise Technologies's DFAU Position: Q1 2026 in Review

Vise Technologies held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q1 2026 at 136,017 shares worth $6.37M. The position accounts for 0.13% of the portfolio, ranked #139.

Vise Technologies first reported a position in DFAU in Q3 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Vise Technologies held 136,017 shares of Dimensional US Core Equity Market ETF worth $6.37M as of Q1 2026.
  • Vise Technologies left its Dimensional US Core Equity Market ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity Market ETF made up 0.13% of Vise Technologies's portfolio in Q1 2026, its #139 holding.
  • Vise Technologies first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.