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

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 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. 509 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.
509 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.