WA
DFAU icon

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

Wealthstream 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
2025
Q3 		$300K Hold
6,561
– – 0.05% 128
2025
Q2 		$278K Hold
6,561
– – 0.05% 126
2025
Q1 		$252K Buy
6,561
+6
+0.1% +$243 0.05% 127
2024
Q4 		$265K Buy
6,555
+9
+0.1% +$368 0.05% 123
2024
Q3 		$260K Buy
6,546
+7
+0.1% +$267 0.05% 126
2024
Q2 		$245K Buy
6,539
+598
+10% +$21.7K 0.09% 113
2024
Q1 		$217K Buy
+5,941
New +$206K 0.08% 125
2022
Q4 		– Sell
-13,588
Closed -$342K – 81
2022
Q3 		$342K Buy
13,588
+4,118
+43% +$115K 0.37% 43
2022
Q2 		$250K Buy
+9,470
New +$272K 0.25% 55

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Wealthstream Advisors's DFAU Position: Q3 2025 in Review

Wealthstream Advisors held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q3 2025 at 6,561 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #128.

Wealthstream Advisors first reported a position in DFAU in Q2 2022 and has held it in 9 quarters since. The position peaked at $342K in Q3 2022. 508 funds tracked by Wall St. Rank hold DFAU as of Q3 2025.

  • Wealthstream Advisors held 6,561 shares of Dimensional US Core Equity Market ETF worth $300K as of Q3 2025.
  • Wealthstream Advisors left its Dimensional US Core Equity Market ETF share count unchanged in Q3 2025.
  • Dimensional US Core Equity Market ETF made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #128 holding.
  • Wealthstream Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 9 quarters since.
  • Wealthstream Advisors's Dimensional US Core Equity Market ETF position peaked at $342K in Q3 2022.
  • 508 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.