DFAU — DIMENSIONAL US CORE

Ownership history in Planning Project LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Planning Project LLC reported a position in DIMENSIONAL US CORE (DFAU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2025 Q4)
Avg. % of fund
0.1%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 8,277 — — 0.10% $387K $46.80
% of Fund (quarterly)    DFAU price (monthly, adj. close)

Other funds also holding DFAU

As of 2025 Q4 — sorted by position size

MARS JEWETT FINANCIAL GROUP, INC. 44.26% Aquire Wealth Advisors, LLC 3Y 40.35% Kooman & Associates 3Y 39.17% Blankinship & Foster, LLC 3Y 7Y 26.85% Two West Capital Advisors LLC 21.42% Pioneer Wealth Management Group 21.02% Spinnaker Investment Group, LLC 3Y 20.59% Valued Wealth Advisors LLC 18.57% Essential Planning, LLC. 3Y 17.41% Amicus Financial Advisors, LLC 16.69%
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