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WMS Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

WMS Partners’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
Q1 		– Sell
-220,314
Closed -$8.92M – 69
2024
Q4 		$8.92M Sell
220,314
-934
-0.4% -$38.2K 0.5% 26
2024
Q3 		$8.78M Sell
221,248
-5,386
-2% -$206K 0.49% 29
2024
Q2 		$8.5M Sell
226,634
-5,602
-2% -$204K 0.54% 27
2024
Q1 		$8.49M Sell
232,236
-1,749
-0.7% -$60.6K 0.58% 29
2023
Q4 		$7.78M Sell
233,985
-18,991
-8% -$590K 0.57% 30
2023
Q3 		$7.58M Sell
252,976
-7,732
-3% -$241K 0.6% 28
2023
Q2 		$8.08M Sell
260,708
-31,935
-11% -$936K 0.64% 29
2023
Q1 		$8.42M Sell
292,643
-35,931
-11% -$1.02M 0.74% 28
2022
Q4 		$8.88M Buy
+328,574
New +$8.93M 0.88% 26

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

WMS Partners's DFAU Position: Q1 2025 in Review

WMS Partners sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2025, closing a stake of 220,314 shares — an estimated $8.92M sold.

WMS Partners first reported a position in DFAU in Q4 2022 and held it in 9 quarters. The position peaked at $8.92M in Q4 2024. 476 funds tracked by Wall St. Rank hold DFAU as of Q1 2025.

  • WMS Partners reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 220,314 Dimensional US Core Equity Market ETF shares in Q1 2025, an estimated $8.92M.
  • WMS Partners first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and held it in 9 quarters.
  • WMS Partners's Dimensional US Core Equity Market ETF position peaked at $8.92M in Q4 2024.
  • 476 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.