WWM
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Westwood Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Westwood Wealth 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 		– Sell
-37,070
Closed -$1.73M – 64
2025
Q4 		$1.73M Buy
+37,070
New +$1.72M 1.3% 26

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 $2.54B AUM 23.56% 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 $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

Westwood Wealth Management's DFAU Position: Q1 2026 in Review

Westwood Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2026, closing a stake of 37,070 shares — an estimated $1.73M sold.

Westwood Wealth Management first reported a position in DFAU in Q4 2025 and held it in 1 quarter. The position peaked at $1.73M in Q4 2025. 572 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Westwood Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 37,070 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $1.73M.
  • Westwood Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.73M in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.