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Allodium Investment Consultants’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Allodium Investment Consultants’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 		$957K Sell
18,511
-395
-2% -$19.8K 0.41% 34
2026
Q1 		$853K Sell
18,906
-110
-0.6% -$5.17K 0.41% 33
2025
Q4 		$890K Sell
19,016
-33
-0.2% -$1.53K 0.45% 33
2025
Q3 		$872K Sell
19,049
-807
-4% -$35.6K 0.49% 32
2025
Q2 		$841K Buy
19,856
+1,840
+10% +$72.1K 0.53% 31
2025
Q1 		$693K Buy
18,016
+1,788
+11% +$72.5K 0.51% 32
2024
Q4 		$657K Buy
+16,228
New +$663K 0.55% 30

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

Allodium Investment Consultants's DFAU Position: Q2 2026 in Review

Allodium Investment Consultants reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.1% in Q2 2026, selling an estimated $19.8K and leaving 18,511 shares worth $957K. The position accounts for 0.41% of the portfolio, ranked #34.

Allodium Investment Consultants first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Allodium Investment Consultants held 18,511 shares of Dimensional US Core Equity Market ETF worth $957K as of Q2 2026.
  • Allodium Investment Consultants sold 395 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $19.8K.
  • Dimensional US Core Equity Market ETF made up 0.41% of Allodium Investment Consultants's portfolio in Q2 2026, its #34 holding.
  • Allodium Investment Consultants first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 482 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.