AFA
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Alpha Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Alpha Financial Advisors’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 		$51.2M Buy
990,171
+38,090
+4% +$1.91M 13.39% 1
2026
Q1 		$43M Buy
952,081
+47,813
+5% +$2.25M 13.16% 1
2025
Q4 		$42.3M Buy
904,268
+100,326
+12% +$4.65M 12.94% 1
2025
Q3 		$36.8M Buy
803,942
+48,024
+6% +$2.12M 12.95% 1
2025
Q2 		$32M Sell
755,918
-28,778
-4% -$1.13M 12.37% 1
2025
Q1 		$30.2M Buy
784,696
+188,892
+32% +$7.66M 13.41% 2
2024
Q4 		$24.1M Buy
595,804
+11,022
+2% +$450K 10.92% 3
2024
Q3 		$23.2M Buy
584,782
+43,866
+8% +$1.68M 10.27% 3
2024
Q2 		$20.3M Sell
540,916
-12,109
-2% -$440K 9.76% 6
2024
Q1 		$20.2M Buy
553,025
+36,140
+7% +$1.25M 9.53% 6
2023
Q4 		$17.2M Buy
516,885
+45,112
+10% +$1.4M 8.71% 6
2023
Q3 		$14.1M Buy
471,773
+32,432
+7% +$1.01M 8.95% 6
2023
Q2 		$13.6M Buy
439,341
+94,836
+28% +$2.78M 8.52% 6
2023
Q1 		$9.91M Buy
344,505
+75,283
+28% +$2.13M 6.88% 6
2022
Q4 		$7.27M Buy
+269,222
New +$7.32M 6.32% 7

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

Alpha Financial Advisors's DFAU Position: Q2 2026 in Review

Alpha Financial Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4% in Q2 2026, buying an estimated $1.91M and bringing the position to 990,171 shares worth $51.2M. The position accounts for 13.39% of the portfolio, ranked #1.

Alpha Financial Advisors first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Alpha Financial Advisors held 990,171 shares of Dimensional US Core Equity Market ETF worth $51.2M as of Q2 2026.
  • Alpha Financial Advisors bought 38,090 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.91M.
  • Dimensional US Core Equity Market ETF made up 13.39% of Alpha Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Alpha Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.