Altiora Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Altiora Financial Group’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 Q1	$3.08M	Buy	68,216 +5,844	+9%	+$275K	0.51%	36
2025 Q4	$2.92M	Buy	62,372 +4,337	+7%	+$201K	0.5%	35
2025 Q3	$2.66M	Buy	58,035 +135	+0.2%	+$5.95K	0.49%	33
2025 Q2	$2.45M	Buy	57,900 +5,535	+11%	+$217K	0.48%	32
2025 Q1	$2.01M	Buy	52,365 +109	+0.2%	+$4.42K	0.43%	33
2024 Q4	$2.12M	Buy	52,256 +181	+0.3%	+$7.39K	0.46%	34
2024 Q3	$2.07M	Buy	52,075 +1,355	+3%	+$51.8K	0.46%	31
2024 Q2	$1.9M	Buy	50,720 +5,000	+11%	+$182K	0.46%	31
2024 Q1	$1.67M	Hold	45,720	–	–	0.45%	28
2023 Q4	$1.52M	Buy	45,720 +7,120	+18%	+$221K	0.44%	28
2023 Q3	$1.16M	Hold	38,600	–	–	0.54%	26
2023 Q2	$1.2M	Hold	38,600	–	–	0.53%	28
2023 Q1	$1.11M	Hold	38,600	–	–	0.51%	25
2022 Q4	$1.04M	Buy	+38,600	New	+$1.05M	0.52%	24

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $316M AUM

Altiora Financial Group's DFAU Position: Q1 2026 in Review

Altiora Financial Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 9.4% in Q1 2026, buying an estimated $275K and bringing the position to 68,216 shares worth $3.08M. The position accounts for 0.51% of the portfolio, ranked #36.

Altiora Financial Group first reported a position in DFAU in Q4 2022 and has held it in 14 quarters since. 572 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Altiora Financial Group held 68,216 shares of Dimensional US Core Equity Market ETF worth $3.08M as of Q1 2026.
Altiora Financial Group bought 5,844 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $275K.
Dimensional US Core Equity Market ETF made up 0.51% of Altiora Financial Group's portfolio in Q1 2026, its #36 holding.
Altiora Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
572 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.