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APS Management Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

APS Management 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
Q2 		$6.44M Buy
124,657
+1,690
+1% +$84.6K 4.95% 6
2026
Q1 		$5.55M Buy
122,967
+4,125
+3% +$194K 4.75% 6
2025
Q4 		$5.56M Buy
118,842
+10,079
+9% +$467K 4.76% 6
2025
Q3 		$4.98M Buy
+108,763
New +$4.79M 4.41% 6

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

APS Management Group's DFAU Position: Q2 2026 in Review

APS Management Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.4% in Q2 2026, buying an estimated $84.6K and bringing the position to 124,657 shares worth $6.44M. The position accounts for 4.95% of the portfolio, ranked #6.

APS Management Group first reported a position in DFAU in Q3 2025 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • APS Management Group held 124,657 shares of Dimensional US Core Equity Market ETF worth $6.44M as of Q2 2026.
  • APS Management Group bought 1,690 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $84.6K.
  • Dimensional US Core Equity Market ETF made up 4.95% of APS Management Group's portfolio in Q2 2026, its #6 holding.
  • APS Management Group first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on APS Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.