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Weinberger Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Weinberger Asset 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
2026
Q1 		$12.8M Buy
284,768
+25,642
+10% +$1.21M 4.82% 5
2025
Q4 		$12.1M Buy
259,126
+25,187
+11% +$1.17M 4.37% 6
2025
Q3 		$10.7M Buy
233,939
+5,884
+3% +$259K 3.88% 6
2025
Q2 		$9.66M Buy
228,055
+2,313
+1% +$90.7K 3.73% 6
2025
Q1 		$8.68M Buy
225,742
+2,872
+1% +$117K 3.72% 6
2024
Q4 		$9.02M Buy
222,870
+14,191
+7% +$580K 3.77% 6
2024
Q3 		$8.28M Buy
208,679
+25,065
+14% +$957K 3.53% 8
2024
Q2 		$6.88M Buy
183,614
+870
+0.5% +$31.6K 3.24% 9
2024
Q1 		$6.68M Buy
182,744
+12,732
+7% +$441K 3.23% 9
2023
Q4 		$5.65M Buy
170,012
+21,796
+15% +$677K 2.91% 8
2023
Q3 		$4.44M Buy
148,216
+21,676
+17% +$675K 2.53% 11
2023
Q2 		$3.92M Buy
126,540
+24,644
+24% +$723K 2.16% 12
2023
Q1 		$2.93M Buy
101,896
+33,705
+49% +$953K 1.71% 18
2022
Q4 		$1.84M Buy
+68,191
New +$1.85M 1.13% 23

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

Weinberger Asset Management's DFAU Position: Q1 2026 in Review

Weinberger Asset Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 9.9% in Q1 2026, buying an estimated $1.21M and bringing the position to 284,768 shares worth $12.8M. The position accounts for 4.82% of the portfolio, ranked #5.

Weinberger Asset Management first reported a position in DFAU in Q4 2022 and has held it in 14 quarters since. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Weinberger Asset Management held 284,768 shares of Dimensional US Core Equity Market ETF worth $12.8M as of Q1 2026.
  • Weinberger Asset Management bought 25,642 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $1.21M.
  • Dimensional US Core Equity Market ETF made up 4.82% of Weinberger Asset Management's portfolio in Q1 2026, its #5 holding.
  • Weinberger Asset Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.