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

Beacon Pointe 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 		$152M Buy
2,939,806
+138,453
+5% +$6.93M 0.71% 25
2026
Q1 		$126M Buy
2,801,353
+132,899
+5% +$6.25M 0.67% 27
2025
Q4 		$125M Buy
2,668,454
+2,154,091
+419% +$99.8M 0.88% 20
2025
Q3 		$23.5M Buy
514,363
+328,622
+177% +$14.5M 0.2% 112
2025
Q2 		$7.87M Buy
185,741
+16,087
+9% +$631K 0.08% 213
2025
Q1 		$6.52M Sell
169,654
-4,286
-2% -$174K 0.07% 244
2024
Q4 		$7.04M Buy
173,940
+8,738
+5% +$357K 0.08% 216
2024
Q3 		$6.56M Sell
165,202
-15,427
-9% -$589K 0.08% 232
2024
Q2 		$6.77M Sell
180,629
-12,090
-6% -$439K 0.08% 220
2024
Q1 		$7.04M Buy
192,719
+13,438
+7% +$465K 0.08% 224
2023
Q4 		$5.96M Buy
179,281
+23,150
+15% +$719K 0.07% 240
2023
Q3 		$4.68M Buy
156,131
+9,704
+7% +$302K 0.06% 282
2023
Q2 		$4.54M Buy
146,427
+128
+0.1% +$3.75K 0.07% 222
2023
Q1 		$4.21M Sell
146,299
-6,355
-4% -$180K 0.07% 245
2022
Q4 		$4.12M Buy
152,654
+12,292
+9% +$334K 0.08% 223
2022
Q3 		$3.53M Buy
140,362
+26,342
+23% +$734K 0.08% 215
2022
Q2 		$3.02M Buy
114,020
+14,894
+15% +$428K 0.06% 256
2022
Q1 		$3.12M Buy
+99,126
New +$3.08M 0.04% 348

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

Beacon Pointe Advisors's DFAU Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.9% in Q2 2026, buying an estimated $6.93M and bringing the position to 2,939,806 shares worth $152M. The position accounts for 0.71% of the portfolio, ranked #25.

Beacon Pointe Advisors first reported a position in DFAU in Q1 2022 and has held it in 18 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Beacon Pointe Advisors held 2,939,806 shares of Dimensional US Core Equity Market ETF worth $152M as of Q2 2026.
  • Beacon Pointe Advisors bought 138,453 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $6.93M.
  • Dimensional US Core Equity Market ETF made up 0.71% of Beacon Pointe Advisors's portfolio in Q2 2026, its #25 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.