APFP
DFAU icon

Action Point Financial Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Action Point Financial Planning’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 		$2.08M Buy
+40,312
New +$2.02M 0.21% 103

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

Action Point Financial Planning's DFAU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 40,312 shares worth $2.08M. The stake represents 0.21% of the portfolio and ranks #103 among its holdings.

599 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Action Point Financial Planning held 40,312 shares of Dimensional US Core Equity Market ETF worth $2.08M as of Q2 2026.
  • Dimensional US Core Equity Market ETF was a new Action Point Financial Planning position in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.21% of Action Point Financial Planning's portfolio in Q2 2026, its #103 holding.
  • 599 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.