DFAU β€” DIMENSIONAL US CORE EQUITY MARKET ETF

Ownership history in Amicus Financial Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Amicus Financial Advisors, LLC reported DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 16.69% in 2025 Q4. The latest visible filing shows DFAU at 16.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Amicus Financial Advisors, LLC's position in DIMENSIONAL US CORE EQUITY MARKET ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAU was reported at 16.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.69% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Amicus Financial Advisors, LLC held DFAU β€” position size vs. price
% of Fund (quarterly)    DFAU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 1,278,823 β€” β€” 16.69% $59.8M 2026-02-14 (Est.) $47.29

FAQ About Amicus Financial Advisors, LLC and DFAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Amicus Financial Advisors, LLC reported owning DFAU?

Amicus Financial Advisors, LLC reported DFAU across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported DFAU position in Amicus Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for DFAU was 16.69% in 2025 Q4.

What is the latest reported DFAU position on this page?

The most recent filing on this page is 2025 Q4, when Amicus Financial Advisors, LLC reported 1,278,823 shares, equal to 16.69% of portfolio, with an estimated market value of $59.8M.

What does the chart on this DFAU ownership page compare?

The chart compares Amicus Financial Advisors, LLC's quarterly DFAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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