ACT Advisors
DFAU icon

ACT Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

ACT Advisors’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 		$43.8M Buy
835,665
+20,151
+2% +$1.06M 14.22% 1
2026
Q2 		$42.2M Buy
815,514
+102,459
+14% +$5.13M 14.01% 1
2026
Q1 		$32.2M Buy
713,055
+56,845
+9% +$2.67M 13.68% 1
2025
Q4 		$30.7M Buy
656,210
+36,723
+6% +$1.7M 12.11% 1
2025
Q3 		$28.3M Buy
619,487
+32,988
+6% +$1.45M 11.44% 1
2025
Q2 		$24.8M Sell
586,499
-2,639
-0.4% -$103K 11.49% 3
2025
Q1 		$22.6M Buy
589,138
+67,342
+13% +$2.73M 12.29% 3
2024
Q4 		$21.1M Sell
521,796
-6,658
-1% -$272K 11.37% 4
2024
Q3 		$21M Buy
528,454
+33,920
+7% +$1.3M 9.9% 4
2024
Q2 		$18.5M Sell
494,534
-9,662
-2% -$351K 9.65% 5
2024
Q1 		$18.4M Buy
504,196
+250
+0% +$8.66K 10.1% 4
2023
Q4 		$16.8M Buy
503,946
+4,371
+0.9% +$136K 9.55% 4
2023
Q3 		$15M Buy
499,575
+5,065
+1% +$158K 9.26% 6
2023
Q2 		$15.3M Buy
494,510
+43,234
+10% +$1.27M 10.12% 5
2023
Q1 		$13M Buy
451,276
+114,070
+34% +$3.22M 8.37% 6
2022
Q4 		$9.11M Buy
337,206
+261,629
+346% +$7.11M 5.8% 7
2022
Q3 		$1.9M Buy
+75,577
New +$2.1M 1.33% 9

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
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
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
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

ACT Advisors's DFAU Position: Q3 2026 in Review

ACT Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.5% in Q3 2026, buying an estimated $1.06M and bringing the position to 835,665 shares worth $43.8M. The position accounts for 14.22% of the portfolio, ranked #1.

ACT Advisors first reported a position in DFAU in Q3 2022 and has held it in 17 quarters since. 202 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • ACT Advisors held 835,665 shares of Dimensional US Core Equity Market ETF worth $43.8M as of Q3 2026.
  • ACT Advisors bought 20,151 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $1.06M.
  • Dimensional US Core Equity Market ETF made up 14.22% of ACT Advisors's portfolio in Q3 2026, its #1 holding.
  • ACT Advisors first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 17 quarters since.
  • 202 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.