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Annex Advisory Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Annex Advisory Services’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 		$225M Buy
4,358,982
+651,616
+18% +$32.6M 3.85% 5
2026
Q1 		$167M Buy
3,707,366
+838,701
+29% +$39.4M 3.13% 5
2025
Q4 		$134M Buy
+2,868,665
New +$133M 2.56% 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
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Annex Advisory Services's DFAU Position: Q2 2026 in Review

Annex Advisory Services increased its Dimensional US Core Equity Market ETF (DFAU) stake by 18% in Q2 2026, buying an estimated $32.6M and bringing the position to 4,358,982 shares worth $225M. The position accounts for 3.85% of the portfolio, ranked #5.

Annex Advisory Services first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Annex Advisory Services held 4,358,982 shares of Dimensional US Core Equity Market ETF worth $225M as of Q2 2026.
  • Annex Advisory Services bought 651,616 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $32.6M.
  • Dimensional US Core Equity Market ETF made up 3.85% of Annex Advisory Services's portfolio in Q2 2026, its #5 holding.
  • Annex Advisory Services first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.