Sageworth Trust Co of South Dakota DFAU — DIMENSIONAL US CORE EQUITY MAR

Ownership history in Sageworth Trust Co of South Dakota  ·  3 quarters on record

AI Ownership Summary

Sageworth Trust Co of South Dakota reported DIMENSIONAL US CORE EQUITY MAR (DFAU) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 2.99% in 2025 Q4. The latest visible filing shows DFAU at 2.52% 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 Sageworth Trust Co of South Dakota's position in DIMENSIONAL US CORE EQUITY MAR, 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
2026 Q2

DFAU was reported at 2.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.99% 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 2026 Q2

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 Sageworth Trust Co of South Dakota held DFAU — position size vs. price
% of Fund (quarterly)    DFAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 78,867 -804 -1.0% 2.52% $4.1M 2026-07-28 $51.32
2026 Q1 ADDED — — — 79,671 +1,525 +2.0% 2.85% $3.6M 2026-04-29 $48.85
2025 Q4 INITIATED — — — 78,146 — — 2.99% $3.7M 2026-01-30 $47.36

FAQ About Sageworth Trust Co of South Dakota and DFAU

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

How long has Sageworth Trust Co of South Dakota reported owning DFAU?

Sageworth Trust Co of South Dakota reported DFAU across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported DFAU position in Sageworth Trust Co of South Dakota's portfolio?

The largest reported portfolio weight for DFAU was 2.99% in 2025 Q4.

What is the latest reported DFAU position on this page?

The most recent filing on this page is 2026 Q2, when Sageworth Trust Co of South Dakota reported 78,867 shares, equal to 2.52% of portfolio, with an estimated market value of $4.1M.

What does the chart on this DFAU ownership page compare?

The chart compares Sageworth Trust Co of South Dakota'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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