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

BCM 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 		$59.3M Sell
1,157,030
-39,440
-3% -$1.97M 11.54% 3
2026
Q1 		$59.3M Sell
1,196,470
-70,129
-6% -$3.3M 11.69% 3
2025
Q4 		$60.3M Sell
1,266,599
-12,440
-1% -$577K 11.55% 3
2025
Q3 		$60.1M Sell
1,279,039
-12,370
-1% -$545K 12.1% 3
2025
Q2 		$56.3M Buy
1,291,409
+7,719
+0.6% +$303K 11.98% 3
2025
Q1 		$49.8M Sell
1,283,690
-45,588
-3% -$1.85M 11.3% 3
2024
Q4 		$55.6M Sell
1,329,278
-254,089
-16% -$10.4M 12.42% 3
2024
Q3 		$62.5M Buy
1,583,367
+27,390
+2% +$1.05M 14.34% 1
2024
Q2 		$58.6M Sell
1,555,977
-14,630
-0.9% -$532K 13.91% 2
2024
Q1 		$55.4M Sell
1,570,607
-727
-0% -$25.2K 14.03% 2
2023
Q4 		$53.7M Buy
1,571,334
+112,977
+8% +$3.51M 14.1% 2
2023
Q3 		$44.2M Buy
+1,458,357
New +$45.4M 13.11% 3

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

BCM Advisors's DFAU Position: Q2 2026 in Review

BCM Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 3.3% in Q2 2026, selling an estimated $1.97M and leaving 1,157,030 shares worth $59.3M. The position accounts for 11.54% of the portfolio, ranked #3.

BCM Advisors first reported a position in DFAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $62.5M in Q3 2024. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • BCM Advisors held 1,157,030 shares of Dimensional US Core Equity Market ETF worth $59.3M as of Q2 2026.
  • BCM Advisors sold 39,440 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.97M.
  • Dimensional US Core Equity Market ETF made up 11.54% of BCM Advisors's portfolio in Q2 2026, its #3 holding.
  • BCM Advisors first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and has held it in 12 quarters since.
  • BCM Advisors's Dimensional US Core Equity Market ETF position peaked at $62.5M in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.