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Advisornet Financial’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Advisornet Financial’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 		$48.3M Sell
933,907
-125,747
-12% -$6.29M 2.2% 2
2026
Q1 		$47.8M Buy
1,059,654
+138,490
+15% +$6.51M 2.48% 2
2025
Q4 		$43.1M Buy
921,164
+19,628
+2% +$910K 2.3% 2
2025
Q3 		$41.3M Sell
901,536
-16,584
-2% -$731K 2.33% 2
2025
Q2 		$38.9M Buy
918,120
+323,820
+54% +$12.7M 2.51% 2
2025
Q1 		$22.8M Buy
594,300
+111,697
+23% +$4.53M 1.7% 7
2024
Q4 		$19.5M Buy
482,603
+80,854
+20% +$3.3M 1.64% 9
2024
Q3 		$15.9M Buy
401,749
+47,528
+13% +$1.82M 1.19% 13
2024
Q2 		$13.3M Sell
354,221
-4,271
-1% -$155K 1.21% 15
2024
Q1 		$13.1M Sell
358,492
-17,676
-5% -$612K 1.26% 10
2023
Q4 		$12.5M Buy
376,168
+8,398
+2% +$261K 1.15% 16
2023
Q3 		$11M Sell
367,770
-8,644
-2% -$269K 1% 22
2023
Q2 		$11.7M Sell
376,414
-1,184
-0.3% -$34.7K 1% 22
2023
Q1 		$10.9M Buy
377,598
+2,320
+0.6% +$65.6K 0.99% 20
2022
Q4 		$10.1M Buy
375,278
+4,638
+1% +$126K 1% 18
2022
Q3 		$9.32M Buy
370,640
+22,171
+6% +$617K 0.93% 19
2022
Q2 		$9.21M Buy
348,469
+290,793
+504% +$8.35M 0.9% 19
2022
Q1 		$1.82M Sell
57,676
-19,730
-25% -$613K 0.11% 173
2021
Q4 		$2.55M Sell
77,406
-13,159
-15% -$422K 0.16% 128
2021
Q3 		$2.73M Sell
90,565
-47,602
-34% -$1.47M 0.19% 108
2021
Q2 		$4.17M Buy
138,167
+36,009
+35% +$1.06M 0.28% 86
2021
Q1 		$2.88M Buy
102,158
+79,508
+351% +$2.18M 0.2% 110
2020
Q4 		$595K Buy
+22,650
New +$581K 0.05% 307

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

Advisornet Financial's DFAU Position: Q2 2026 in Review

Advisornet Financial reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 12% in Q2 2026, selling an estimated $6.29M and leaving 933,907 shares worth $48.3M. The position accounts for 2.2% of the portfolio, ranked #2.

Advisornet Financial first reported a position in DFAU in Q4 2020 and has held it in 23 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Advisornet Financial held 933,907 shares of Dimensional US Core Equity Market ETF worth $48.3M as of Q2 2026.
  • Advisornet Financial sold 125,747 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $6.29M.
  • Dimensional US Core Equity Market ETF made up 2.2% of Advisornet Financial's portfolio in Q2 2026, its #2 holding.
  • Advisornet Financial first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.