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

Bay 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
2026
Q2 		$675K Buy
13,049
+1
+0% +$50 0.36% 53
2026
Q1 		$589K Sell
13,048
-1,806
-12% -$84.9K 0.36% 54
2025
Q4 		$695K Buy
14,854
+5
+0% +$232 0.42% 49
2025
Q3 		$679K Buy
14,849
+97
+0.7% +$4.27K 0.44% 45
2025
Q2 		$625K Buy
14,752
+314
+2% +$12.3K 0.48% 48
2025
Q1 		$555K Hold
14,438
– – 0.46% 49
2024
Q4 		$585K Buy
+14,438
New +$590K 0.47% 48

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

Bay Capital Advisors's DFAU Position: Q2 2026 in Review

Bay Capital Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.01% in Q2 2026, buying an estimated $50 and bringing the position to 13,049 shares worth $675K. The position accounts for 0.36% of the portfolio, ranked #53.

Bay Capital Advisors first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $695K in Q4 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Bay Capital Advisors held 13,049 shares of Dimensional US Core Equity Market ETF worth $675K as of Q2 2026.
  • Bay Capital Advisors bought 1 Dimensional US Core Equity Market ETF share in Q2 2026, an estimated $50.
  • Dimensional US Core Equity Market ETF made up 0.36% of Bay Capital Advisors's portfolio in Q2 2026, its #53 holding.
  • Bay Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Bay Capital Advisors's Dimensional US Core Equity Market ETF position peaked at $695K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.