AlphaCore Capital
DFAU icon

AlphaCore Capital’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

AlphaCore Capital’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
Q3 		$455K Buy
8,686
+4
+0% +$210 0.01% 873
2026
Q2 		$449K Buy
8,682
+4
+0% +$200 0.01% 737
2026
Q1 		$392K Buy
8,678
+5
+0.1% +$235 0.01% 618
2025
Q4 		$406K Sell
8,673
-245
-3% -$11.4K 0.01% 682
2025
Q3 		$408K Buy
8,918
+5
+0.1% +$220 0.01% 504
2025
Q2 		$378K Sell
8,913
-282
-3% -$11.1K 0.01% 431
2025
Q1 		$353K Buy
+9,195
New +$373K 0.03% 339
2024
Q1 		– Sell
-5,544
Closed -$184K – 191
2023
Q4 		$184K Buy
5,544
+7
+0.1% +$217 0.03% 222
2023
Q3 		$166K Buy
5,537
+7
+0.1% +$218 0.03% 224
2023
Q2 		$171K Buy
+5,530
New +$162K 0.03% 204

Other funds holding DFAU

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

AlphaCore Capital's DFAU Position: Q3 2026 in Review

AlphaCore Capital increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.05% in Q3 2026, buying an estimated $210 and bringing the position to 8,686 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #873.

AlphaCore Capital first reported a position in DFAU in Q2 2023 and has held it in 10 quarters since. 378 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • AlphaCore Capital held 8,686 shares of Dimensional US Core Equity Market ETF worth $455K as of Q3 2026.
  • AlphaCore Capital bought 4 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $210.
  • Dimensional US Core Equity Market ETF made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #873 holding.
  • AlphaCore Capital first reported a position in Dimensional US Core Equity Market ETF in Q2 2023 and has held it in 10 quarters since.
  • 378 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.