ARA
DFAU icon

Approach Retirement Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Approach Retirement Advisors’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 		– Sell
-16,742
Closed -$755K – 83
2026
Q1 		$755K Buy
16,742
+41
+0.2% +$1.93K 0.63% 34
2025
Q4 		$782K Buy
+16,701
New +$774K 0.67% 31

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
ST
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Approach Retirement Advisors's DFAU Position: Q2 2026 in Review

Approach Retirement Advisors sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 16,742 shares — an estimated $755K sold.

Approach Retirement Advisors first reported a position in DFAU in Q4 2025 and held it in 2 quarters. The position peaked at $782K in Q4 2025. 354 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Approach Retirement Advisors reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Approach Retirement Advisors sold 16,742 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $755K.
  • Approach Retirement Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and held it in 2 quarters.
  • Approach Retirement Advisors's Dimensional US Core Equity Market ETF position peaked at $782K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.