Advisory Alpha’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Advisory Alpha’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	$47.2M	Buy	913,266 +63,975	+8%	+$3.2M	1.16%	20
2026 Q1	$38.3M	Sell	849,291 -31,335	-4%	-$1.47M	1.05%	23
2025 Q4	$41.2M	Buy	880,626 +40,014	+5%	+$1.85M	1.12%	22
2025 Q3	$38.6M	Buy	840,612 +68,696	+9%	+$3.03M	1.08%	22
2025 Q2	$32.7M	Buy	771,916 +62,872	+9%	+$2.46M	1.02%	25
2025 Q1	$27.3M	Sell	709,044 -30,936	-4%	-$1.25M	0.93%	29
2024 Q4	$30M	Buy	739,980 +38,351	+5%	+$1.57M	1.07%	24
2024 Q3	$27.8M	Buy	701,629 +28,401	+4%	+$1.08M	0.99%	26
2024 Q2	$25.2M	Buy	673,228 +335,879	+100%	+$12.2M	0.99%	25
2024 Q1	$12.3M	Buy	337,349 +26,875	+9%	+$931K	0.51%	36
2023 Q4	$10.3M	Buy	310,474 +4,885	+2%	+$152K	0.47%	39
2023 Q3	$9.15M	Buy	305,589 +17,170	+6%	+$535K	0.47%	38
2023 Q2	$8.94M	Buy	288,419 +15,001	+5%	+$440K	0.46%	38
2023 Q1	$7.87M	Buy	273,418 +32,017	+13%	+$905K	0.5%	33
2022 Q4	$6.52M	Buy	241,401 +34,688	+17%	+$943K	0.46%	36
2022 Q3	$5.2M	Buy	206,713 +25,611	+14%	+$713K	0.4%	43
2022 Q2	$4.79M	Buy	181,102 +11,258	+7%	+$323K	0.36%	38
2022 Q1	$5.35M	Buy	169,844 +25,379	+18%	+$788K	0.35%	40
2021 Q4	$4.77M	Buy	144,465 +9,016	+7%	+$289K	0.28%	44
2021 Q3	$4.08M	Buy	135,449 +12,412	+10%	+$383K	0.28%	45
2021 Q2	$3.72M	Buy	+123,037	New	+$3.64M	0.3%	44

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

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 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

Advisory Alpha's DFAU Position: Q2 2026 in Review

Advisory Alpha increased its Dimensional US Core Equity Market ETF (DFAU) stake by 7.5% in Q2 2026, buying an estimated $3.2M and bringing the position to 913,266 shares worth $47.2M. The position accounts for 1.16% of the portfolio, ranked #20.

Advisory Alpha first reported a position in DFAU in Q2 2021 and has held it in 21 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Advisory Alpha held 913,266 shares of Dimensional US Core Equity Market ETF worth $47.2M as of Q2 2026.
Advisory Alpha bought 63,975 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $3.2M.
Dimensional US Core Equity Market ETF made up 1.16% of Advisory Alpha's portfolio in Q2 2026, its #20 holding.
Advisory Alpha first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 21 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.