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World Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

World Investment Advisors’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 		$7.68M Buy
170,133
+4,214
+3% +$198K 0.12% 190
2025
Q4 		$7.76M Sell
165,919
-4,775
-3% -$221K 0.13% 189
2025
Q3 		$7.81M Buy
170,694
+1,931
+1% +$85.1K 0.16% 150
2025
Q2 		$7.15M Buy
168,763
+63,873
+61% +$2.5M 0.16% 146
2025
Q1 		$4.03M Buy
104,890
+32,413
+45% +$1.31M 0.1% 227
2024
Q4 		$2.93M Buy
72,477
+2,877
+4% +$118K 0.08% 271
2024
Q3 		$2.76M Buy
69,600
+13,405
+24% +$512K 0.09% 253
2024
Q2 		$2.11M Buy
56,195
+39,356
+234% +$1.43M 0.13% 161
2024
Q1 		$615K Buy
16,839
+1,314
+8% +$45.5K 0.09% 190
2023
Q4 		$516K Buy
+15,525
New +$482K 0.07% 216

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

World Investment Advisors's DFAU Position: Q1 2026 in Review

World Investment Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.5% in Q1 2026, buying an estimated $198K and bringing the position to 170,133 shares worth $7.68M. The position accounts for 0.12% of the portfolio, ranked #190.

World Investment Advisors first reported a position in DFAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.81M in Q3 2025. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • World Investment Advisors held 170,133 shares of Dimensional US Core Equity Market ETF worth $7.68M as of Q1 2026.
  • World Investment Advisors bought 4,214 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $198K.
  • Dimensional US Core Equity Market ETF made up 0.12% of World Investment Advisors's portfolio in Q1 2026, its #190 holding.
  • World Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 10 quarters since.
  • World Investment Advisors's Dimensional US Core Equity Market ETF position peaked at $7.81M in Q3 2025.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.