AC
DFAU icon

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

Apella 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
Q2 		$110M Sell
2,130,305
-23,235
-1% -$1.16M 1.56% 15
2026
Q1 		$106M Buy
2,153,540
+2,044,648
+1,878% +$96.1M 1.57% 15
2025
Q4 		$5.1M Buy
108,892
+13,026
+14% +$604K 0.1% 133
2025
Q3 		$4.34M Sell
95,866
-3,364
-3% -$148K 0.1% 132
2025
Q2 		$4.23M Sell
99,230
-9,177
-8% -$360K 0.11% 120
2025
Q1 		$4.04M Buy
108,407
+20,178
+23% +$819K 0.14% 99
2024
Q4 		$3.57M Buy
88,229
+37
+0% +$1.51K 0.14% 92
2024
Q3 		$3.47M Sell
88,192
-937
-1% -$35.8K 0.14% 83
2024
Q2 		$3.4M Buy
89,129
+494
+0.6% +$18K 0.15% 83
2024
Q1 		$3.21M Sell
88,635
-9,123
-9% -$316K 0.16% 80
2023
Q4 		$3.19M Buy
97,758
+151
+0.2% +$4.69K 0.18% 80
2023
Q3 		$2.92M Buy
97,607
+334
+0.3% +$10.4K 0.21% 71
2023
Q2 		$3.01M Buy
+97,273
New +$2.85M 0.21% 67
2022
Q4 		$405K Buy
15,003
+6,373
+74% +$173K 0.04% 164
2022
Q3 		$217K Hold
8,630
– – 0.03% 197
2022
Q2 		$228K Buy
+8,630
New +$248K 0.03% 199
2022
Q1 		– Sell
-7,880
Closed -$260K – 212
2021
Q4 		$260K Buy
+7,880
New +$253K 0.03% 174

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Apella Capital's DFAU Position: Q2 2026 in Review

Apella Capital reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.1% in Q2 2026, selling an estimated $1.16M and leaving 2,130,305 shares worth $110M. The position accounts for 1.56% of the portfolio, ranked #15.

Apella Capital first reported a position in DFAU in Q4 2021 and has held it in 17 quarters since. 119 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Apella Capital held 2,130,305 shares of Dimensional US Core Equity Market ETF worth $110M as of Q2 2026.
  • Apella Capital sold 23,235 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.16M.
  • Dimensional US Core Equity Market ETF made up 1.56% of Apella Capital's portfolio in Q2 2026, its #15 holding.
  • Apella Capital first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 17 quarters since.
  • 119 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.