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

American Capital Advisory’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	$9.73M	Sell	188,177 -216	-0.1%	-$10.8K	3.54%	7
2026 Q1	$8.5M	Sell	188,393 -3,152	-2%	-$148K	3.43%	7
2025 Q4	$8.96M	Sell	191,545 -3,506	-2%	-$162K	3.88%	7
2025 Q3	$8.93M	Sell	195,051 -1,431	-0.7%	-$63K	4.14%	7
2025 Q2	$8.32M	Buy	196,482 +19,415	+11%	+$761K	4.16%	7
2025 Q1	$6.81M	Buy	177,067 +2,957	+2%	+$120K	3.67%	7
2024 Q4	$7.05M	Buy	174,110 +8,266	+5%	+$338K	3.9%	5
2024 Q3	$6.58M	Sell	165,844 -10,613	-6%	-$405K	3.82%	6
2024 Q2	$5.87M	Buy	176,457 +83,425	+90%	+$3.03M	4.19%	4
2024 Q1	$2.68M	Sell	93,032 -83,425	-47%	-$2.89M	2.34%	7
2023 Q4	$5.87M	Buy	+176,457	New	+$5.48M	4.19%	4

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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 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

American Capital Advisory's DFAU Position: Q2 2026 in Review

American Capital Advisory reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.11% in Q2 2026, selling an estimated $10.8K and leaving 188,177 shares worth $9.73M. The position accounts for 3.54% of the portfolio, ranked #7.

American Capital Advisory first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

American Capital Advisory held 188,177 shares of Dimensional US Core Equity Market ETF worth $9.73M as of Q2 2026.
American Capital Advisory sold 216 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $10.8K.
Dimensional US Core Equity Market ETF made up 3.54% of American Capital Advisory's portfolio in Q2 2026, its #7 holding.
American Capital Advisory first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.