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

Balanced Rock 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 		$220K Buy
+4,254
New +$213K 0.14% 96

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

Balanced Rock Investment Advisors's DFAU Position: Q2 2026 in Review

Balanced Rock Investment Advisors opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 4,254 shares worth $220K. The stake represents 0.14% of the portfolio and ranks #96 among its holdings.

600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Balanced Rock Investment Advisors held 4,254 shares of Dimensional US Core Equity Market ETF worth $220K as of Q2 2026.
  • Dimensional US Core Equity Market ETF was a new Balanced Rock Investment Advisors position in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.14% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.