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Wilmington Savings Fund Society’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Wilmington Savings Fund Society’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 		– Sell
-3,784
Closed -$160K – 1539
2025
Q2 		$160K Hold
3,784
– – ﹤0.01% 876
2025
Q1 		$145K Hold
3,784
– – ﹤0.01% 892
2024
Q4 		$153K Hold
3,784
– – ﹤0.01% 917
2024
Q3 		$150K Buy
+3,784
New +$145K ﹤0.01% 897

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 $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
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 $9.92B AUM 21.52% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Wilmington Savings Fund Society's DFAU Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2025, closing a stake of 3,784 shares — an estimated $160K sold.

Wilmington Savings Fund Society first reported a position in DFAU in Q3 2024 and held it in 4 quarters. The position peaked at $160K in Q2 2025. 507 funds tracked by Wall St. Rank hold DFAU as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 3,784 Dimensional US Core Equity Market ETF shares in Q3 2025, an estimated $160K.
  • Wilmington Savings Fund Society first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Dimensional US Core Equity Market ETF position peaked at $160K in Q2 2025.
  • 507 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.