Bayshore Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Bayshore Asset Management’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	$450K	Sell	8,705 -2,070	-19%	-$104K	0.16%	34
2026 Q1	$486K	Buy	10,775 +6	+0.1%	+$282	0.19%	29
2025 Q4	$504K	Sell	10,769 -48	-0.4%	-$2.23K	0.21%	30
2025 Q3	$495K	Buy	10,817 +7	+0.1%	+$308	0.21%	29
2025 Q2	$458K	Buy	+10,810	New	+$424K	0.21%	30

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

Bayshore Asset Management's DFAU Position: Q2 2026 in Review

Bayshore Asset Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 19% in Q2 2026, selling an estimated $104K and leaving 8,705 shares worth $450K. The position accounts for 0.16% of the portfolio, ranked #34.

Bayshore Asset Management first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $504K in Q4 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Bayshore Asset Management held 8,705 shares of Dimensional US Core Equity Market ETF worth $450K as of Q2 2026.
Bayshore Asset Management sold 2,070 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $104K.
Dimensional US Core Equity Market ETF made up 0.16% of Bayshore Asset Management's portfolio in Q2 2026, its #34 holding.
Bayshore Asset Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
Bayshore Asset Management's Dimensional US Core Equity Market ETF position peaked at $504K in Q4 2025.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Bayshore Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.