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Allegiance Financial Group Advisory Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Allegiance Financial Group Advisory Services’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 		$34.8M Buy
673,456
+54,007
+9% +$2.7M 6.03% 4
2026
Q1 		$27.9M Buy
619,449
+39,525
+7% +$1.86M 5.56% 4
2025
Q4 		$27.1M Buy
579,924
+40,625
+8% +$1.88M 5.7% 4
2025
Q3 		$24.7M Buy
539,299
+57,679
+12% +$2.54M 5.68% 4
2025
Q2 		$20.4M Buy
481,620
+34,004
+8% +$1.33M 5.4% 4
2025
Q1 		$17.2M Buy
447,616
+29,909
+7% +$1.21M 5.23% 4
2024
Q4 		$16.9M Buy
417,707
+22,265
+6% +$910K 5.48% 5
2024
Q3 		$15.7M Buy
395,442
+21,874
+6% +$835K 5.46% 5
2024
Q2 		$14M Buy
373,568
+34,865
+10% +$1.27M 5.36% 5
2024
Q1 		$12.4M Buy
338,703
+32,853
+11% +$1.14M 5.06% 6
2023
Q4 		$10.2M Buy
305,850
+42,481
+16% +$1.32M 4.79% 6
2023
Q3 		$7.89M Buy
263,369
+33,832
+15% +$1.05M 4.44% 6
2023
Q2 		$7.11M Buy
229,537
+80,812
+54% +$2.37M 4.18% 7
2023
Q1 		$4.28M Buy
148,725
+55,317
+59% +$1.56M 3.16% 9
2022
Q4 		$2.52M Buy
+93,408
New +$2.54M 2.42% 14

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

Allegiance Financial Group Advisory Services's DFAU Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its Dimensional US Core Equity Market ETF (DFAU) stake by 8.7% in Q2 2026, buying an estimated $2.7M and bringing the position to 673,456 shares worth $34.8M. The position accounts for 6.03% of the portfolio, ranked #4.

Allegiance Financial Group Advisory Services first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 673,456 shares of Dimensional US Core Equity Market ETF worth $34.8M as of Q2 2026.
  • Allegiance Financial Group Advisory Services bought 54,007 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $2.7M.
  • Dimensional US Core Equity Market ETF made up 6.03% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #4 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.