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Abel Hall LLC’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Abel Hall LLC’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
Q2 		$9.05M Sell
175,068
-5,703
-3% -$285K 1.56% 7
2026
Q1 		$8.16M Sell
180,771
-47
-0% -$2.21K 1.74% 7
2025
Q4 		$8.46M Sell
180,818
-2,734
-1% -$127K 1.98% 8
2025
Q3 		$8.4M Sell
183,552
-19
-0% -$837 3.39% 5
2025
Q2 		$7.78M Sell
183,571
-1,030
-0.6% -$40.4K 3.6% 5
2025
Q1 		$7.1M Sell
184,601
-10
-0% -$406 4.28% 5
2024
Q4 		$7.47M Sell
184,611
-10
-0% -$409 4.76% 5
2024
Q3 		$7.33M Sell
184,621
-703
-0.4% -$26.9K 4.8% 5
2024
Q2 		$6.95M Buy
185,324
+1,749
+1% +$63.6K 4.91% 5
2024
Q1 		$6.71M Sell
183,575
-85
-0% -$2.94K 5.02% 5
2023
Q4 		$6.11M Buy
+183,660
New +$5.7M 5.21% 5

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Abel Hall LLC's DFAU Position: Q2 2026 in Review

Abel Hall LLC reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 3.2% in Q2 2026, selling an estimated $285K and leaving 175,068 shares worth $9.05M. The position accounts for 1.56% of the portfolio, ranked #7.

Abel Hall LLC first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Abel Hall LLC held 175,068 shares of Dimensional US Core Equity Market ETF worth $9.05M as of Q2 2026.
  • Abel Hall LLC sold 5,703 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $285K.
  • Dimensional US Core Equity Market ETF made up 1.56% of Abel Hall LLC's portfolio in Q2 2026, its #7 holding.
  • Abel Hall LLC first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.