Wealthspire Advisors (New York)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Wealthspire Advisors (New York)’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	$36.7M	Sell	814,303 -10,725	-1%	-$504K	0.29%	56
2025 Q4	$38.6M	Sell	825,028 -4,919	-0.6%	-$228K	0.31%	52
2025 Q3	$38M	Sell	829,947 -21,842	-3%	-$962K	0.2%	56
2025 Q2	$36.1M	Buy	851,789 +61,085	+8%	+$2.39M	0.2%	56
2025 Q1	$30.4M	Sell	790,704 -6,364	-0.8%	-$258K	0.18%	62
2024 Q4	$32.3M	Sell	797,068 -439,659	-36%	-$18M	0.32%	49
2024 Q3	$49.1M	Buy	+1,236,727	New	+$47.2M	0.5%	42

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 $2.54B AUM 23.56% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $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

Wealthspire Advisors (New York)'s DFAU Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.3% in Q1 2026, selling an estimated $504K and leaving 814,303 shares worth $36.7M. The position accounts for 0.29% of the portfolio, ranked #56.

Wealthspire Advisors (New York) first reported a position in DFAU in Q3 2024 and has held it in 7 quarters since. The position peaked at $49.1M in Q3 2024. 573 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Wealthspire Advisors (New York) held 814,303 shares of Dimensional US Core Equity Market ETF worth $36.7M as of Q1 2026.
Wealthspire Advisors (New York) sold 10,725 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $504K.
Dimensional US Core Equity Market ETF made up 0.29% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #56 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Dimensional US Core Equity Market ETF position peaked at $49.1M in Q3 2024.
573 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.