Wescott Financial Advisory Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Wescott Financial Advisory Group’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	$1.44M	Sell	31,894 -715	-2%	-$33.6K	0.13%	78
2025 Q4	$1.53M	Buy	32,609 +47	+0.1%	+$2.18K	0.13%	75
2025 Q3	$1.49M	Sell	32,562 -1,051	-3%	-$46.3K	0.13%	74
2025 Q2	$1.42M	Buy	33,613 +54	+0.2%	+$2.12K	0.14%	74
2025 Q1	$1.29M	Buy	33,559 +44	+0.1%	+$1.78K	0.13%	73
2024 Q4	$1.36M	Buy	33,515 +73	+0.2%	+$2.98K	0.14%	73
2024 Q3	$1.33M	Buy	33,442 +53	+0.2%	+$2.02K	0.14%	74
2024 Q2	$1.25M	Buy	33,389 +53	+0.2%	+$1.93K	0.15%	76
2024 Q1	$1.22M	Buy	33,336 +40	+0.1%	+$1.39K	0.15%	70
2023 Q4	$1.11M	Buy	33,296 +78	+0.2%	+$2.42K	0.16%	69
2023 Q3	$995K	Buy	33,218 +65	+0.2%	+$2.02K	0.18%	68
2023 Q2	$1.03M	Buy	33,153 +65	+0.2%	+$1.91K	0.18%	70
2023 Q1	$952K	Buy	33,088 +10,409	+46%	+$294K	0.21%	68
2022 Q4	$613K	Buy	22,679 +5,564	+33%	+$151K	0.13%	80
2022 Q3	$430K	Buy	+17,115	New	+$477K	0.12%	93

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 $2.33B AUM 20.04% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 $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

Wescott Financial Advisory Group's DFAU Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.2% in Q1 2026, selling an estimated $33.6K and leaving 31,894 shares worth $1.44M. The position accounts for 0.13% of the portfolio, ranked #78.

Wescott Financial Advisory Group first reported a position in DFAU in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q4 2025. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Wescott Financial Advisory Group held 31,894 shares of Dimensional US Core Equity Market ETF worth $1.44M as of Q1 2026.
Wescott Financial Advisory Group sold 715 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $33.6K.
Dimensional US Core Equity Market ETF made up 0.13% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #78 holding.
Wescott Financial Advisory Group first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 15 quarters since.
Wescott Financial Advisory Group's Dimensional US Core Equity Market ETF position peaked at $1.53M in Q4 2025.
571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.