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

Atlas Capital 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
2025
Q2 		$50.9K Hold
1,202
– – 0.01% 621
2025
Q1 		$46.2K Hold
1,202
– – 0.01% 641
2024
Q4 		$48.7K Hold
1,202
– – 0.01% 613
2024
Q3 		$47.7K Sell
1,202
-255
-18% -$9.74K 0.01% 588
2024
Q2 		$54.6K Hold
1,457
– – 0.01% 579
2024
Q1 		$53.2K Buy
1,457
+100
+7% +$3.46K 0.01% 563
2023
Q4 		$45.1K Hold
1,357
– – 0.01% 605
2023
Q3 		$40.6K Hold
1,357
– – 0.01% 565
2023
Q2 		$42.1K Hold
1,357
– – 0.01% 591
2023
Q1 		$39K Hold
1,357
– – 0.01% 594
2022
Q4 		$36.7K Sell
1,357
-544
-29% -$14.8K 0.01% 590
2022
Q3 		$47.8K Buy
1,901
+544
+40% +$15.1K 0.01% 541
2022
Q2 		$35.9K Buy
1,357
+8
+0.6% +$230 0.01% 608
2022
Q1 		$42.5K Hold
1,349
– – 0.01% 561
2021
Q4 		$44.5K Hold
1,349
– – 0.01% 542
2021
Q3 		$40.7K Hold
1,349
– – 0.01% 545
2021
Q2 		$40.8K Buy
1,349
+550
+69% +$16.3K 0.01% 551
2021
Q1 		$22.5K Buy
+799
New +$21.9K ﹤0.01% 586

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 $1.56B AUM 16.49% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Atlas Capital Advisors's DFAU Position: Q2 2025 in Review

Atlas Capital Advisors held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2025 at 1,202 shares worth $50.9K. The position accounts for 0.01% of the portfolio, ranked #621.

Atlas Capital Advisors first reported a position in DFAU in Q1 2021 and has held it in 18 quarters since. The position peaked at $54.6K in Q2 2024. 498 funds tracked by Wall St. Rank hold DFAU as of Q2 2025.

  • Atlas Capital Advisors held 1,202 shares of Dimensional US Core Equity Market ETF worth $50.9K as of Q2 2025.
  • Atlas Capital Advisors left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2025.
  • Dimensional US Core Equity Market ETF made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #621 holding.
  • Atlas Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 18 quarters since.
  • Atlas Capital Advisors's Dimensional US Core Equity Market ETF position peaked at $54.6K in Q2 2024.
  • 498 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.