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Warwick Investment Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Warwick Investment Management’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 		– Sell
-20,620
Closed -$873K – 154
2025
Q2 		$873K Buy
20,620
+5
+0% +$196 0.17% 54
2025
Q1 		$792K Buy
20,615
+5
+0% +$203 0.16% 52
2024
Q4 		$835K Buy
20,610
+8
+0% +$327 0.17% 48
2024
Q3 		$818K Buy
20,602
+5
+0% +$191 0.19% 39
2024
Q2 		$772K Buy
20,597
+1,045
+5% +$38K 0.18% 46
2024
Q1 		$714K Buy
19,552
+2
+0% +$69 0.17% 46
2023
Q4 		$650K Buy
19,550
+4
+0% +$124 0.19% 42
2023
Q3 		$585K Buy
19,546
+3
+0% +$93 0.22% 41
2023
Q2 		$606K Buy
19,543
+3
+0% +$88 0.24% 38
2023
Q1 		$562K Buy
+19,540
New +$552K 0.24% 37

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 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 $335M AUM 19.38% 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

Warwick Investment Management's DFAU Position: Q3 2025 in Review

Warwick Investment Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2025, closing a stake of 20,620 shares — an estimated $873K sold.

Warwick Investment Management first reported a position in DFAU in Q1 2023 and held it in 10 quarters. The position peaked at $873K in Q2 2025. 506 funds tracked by Wall St. Rank hold DFAU as of Q3 2025.

  • Warwick Investment Management reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2025 after selling out during the quarter.
  • Warwick Investment Management sold 20,620 Dimensional US Core Equity Market ETF shares in Q3 2025, an estimated $873K.
  • Warwick Investment Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and held it in 10 quarters.
  • Warwick Investment Management's Dimensional US Core Equity Market ETF position peaked at $873K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2025.

Based on Warwick Investment Management's 13F filing for Q3 2025, filed 24 Oct 2025.