Abel Hall LLC
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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
Q3 		$9.14M Sell
174,604
-464
-0.3% -$24.4K 1.65% 8
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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Abel Hall LLC's DFAU Position: Q3 2026 in Review

Abel Hall LLC reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.27% in Q3 2026, selling an estimated $24.4K and leaving 174,604 shares worth $9.14M. The position accounts for 1.65% of the portfolio, ranked #8.

Abel Hall LLC first reported a position in DFAU in Q4 2023 and has held it in 12 quarters since. 233 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Abel Hall LLC held 174,604 shares of Dimensional US Core Equity Market ETF worth $9.14M as of Q3 2026.
  • Abel Hall LLC sold 464 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $24.4K.
  • Dimensional US Core Equity Market ETF made up 1.65% of Abel Hall LLC's portfolio in Q3 2026, its #8 holding.
  • Abel Hall LLC first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 12 quarters since.
  • 233 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.