Baron Silver Stevens Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Baron Silver Stevens Financial 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	$6.13M	Buy	118,653 +5,983	+5%	+$299K	0.78%	27
2026 Q1	$5.08M	Buy	112,670 +15,828	+16%	+$744K	0.74%	28
2025 Q4	$4.53M	Buy	96,842 +1,451	+2%	+$67.2K	0.65%	31
2025 Q3	$4.37M	Buy	95,391 +6,601	+7%	+$291K	0.64%	29
2025 Q2	$3.76M	Buy	88,790 +2,538	+3%	+$99.5K	0.6%	29
2025 Q1	$3.32M	Buy	86,252 +20,877	+32%	+$847K	0.58%	30
2024 Q4	$2.65M	Buy	65,375 +18,332	+39%	+$749K	0.45%	32
2024 Q3	$1.87M	Buy	47,043 +22,120	+89%	+$845K	0.33%	36
2024 Q2	$934K	Buy	24,923 +12,643	+103%	+$459K	0.18%	53
2024 Q1	$449K	Buy	12,280 +4,250	+53%	+$147K	0.09%	74
2023 Q4	$267K	Buy	+8,030	New	+$249K	0.06%	94

Other funds holding DFAU

SFA

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

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

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

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

MCM

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

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Baron Silver Stevens Financial Advisors's DFAU Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.3% in Q2 2026, buying an estimated $299K and bringing the position to 118,653 shares worth $6.13M. The position accounts for 0.78% of the portfolio, ranked #27.

Baron Silver Stevens Financial Advisors first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Baron Silver Stevens Financial Advisors held 118,653 shares of Dimensional US Core Equity Market ETF worth $6.13M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 5,983 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $299K.
Dimensional US Core Equity Market ETF made up 0.78% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #27 holding.
Baron Silver Stevens Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.