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Berger Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Berger Financial Group’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 		$1.79M Sell
34,710
-11,572
-25% -$579K 0.09% 163
2026
Q1 		$2.09M Buy
46,282
+2,018
+5% +$94.9K 0.12% 141
2025
Q4 		$2.07M Buy
44,264
+7,039
+19% +$326K 0.12% 142
2025
Q3 		$1.7M Buy
37,225
+8,696
+30% +$383K 0.1% 154
2025
Q2 		$1.21M Sell
28,529
-7,790
-21% -$305K 0.08% 176
2025
Q1 		$1.4M Buy
+36,319
New +$1.47M 0.1% 158

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

Berger Financial Group's DFAU Position: Q2 2026 in Review

Berger Financial Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 25% in Q2 2026, selling an estimated $579K and leaving 34,710 shares worth $1.79M. The position accounts for 0.09% of the portfolio, ranked #163.

Berger Financial Group first reported a position in DFAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.09M in Q1 2026. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Berger Financial Group held 34,710 shares of Dimensional US Core Equity Market ETF worth $1.79M as of Q2 2026.
  • Berger Financial Group sold 11,572 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $579K.
  • Dimensional US Core Equity Market ETF made up 0.09% of Berger Financial Group's portfolio in Q2 2026, its #163 holding.
  • Berger Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
  • Berger Financial Group's Dimensional US Core Equity Market ETF position peaked at $2.09M in Q1 2026.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.