AssuredPartners Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

AssuredPartners Investment 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	$3.87M	Buy	74,866 +5,511	+8%	+$276K	0.37%	71
2026 Q1	$3.17M	Buy	69,355 +979	+1%	+$46K	0.34%	74
2025 Q4	$3.2M	Buy	68,376 +3,421	+5%	+$159K	0.48%	53
2025 Q3	$2.97M	Buy	64,955 +8,909	+16%	+$393K	0.66%	35
2025 Q2	$2.37M	Sell	56,046 -2,355	-4%	-$92.3K	0.58%	40
2025 Q1	$2.24M	Buy	58,401 +9,621	+20%	+$390K	0.43%	66
2024 Q4	$1.98M	Buy	+48,780	New	+$1.99M	0.38%	74

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 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

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

AssuredPartners Investment Advisors's DFAU Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 7.9% in Q2 2026, buying an estimated $276K and bringing the position to 74,866 shares worth $3.87M. The position accounts for 0.37% of the portfolio, ranked #71.

AssuredPartners Investment Advisors first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

AssuredPartners Investment Advisors held 74,866 shares of Dimensional US Core Equity Market ETF worth $3.87M as of Q2 2026.
AssuredPartners Investment Advisors bought 5,511 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $276K.
Dimensional US Core Equity Market ETF made up 0.37% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #71 holding.
AssuredPartners Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.