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Blue Oak Capital’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Blue Oak Capital’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
2025
Q2 		$219K Hold
5,180
– – 0.12% 66
2025
Q1 		$199K Sell
5,180
-6,620
-56% -$269K 0.11% 72
2024
Q4 		$478K Buy
+11,800
New +$482K 0.29% 49

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Blue Oak Capital's DFAU Position: Q2 2025 in Review

Blue Oak Capital held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2025 at 5,180 shares worth $219K. The position accounts for 0.12% of the portfolio, ranked #66.

Blue Oak Capital first reported a position in DFAU in Q4 2024 and has held it in 3 quarters since. The position peaked at $478K in Q4 2024. 497 funds tracked by Wall St. Rank hold DFAU as of Q2 2025.

  • Blue Oak Capital held 5,180 shares of Dimensional US Core Equity Market ETF worth $219K as of Q2 2025.
  • Blue Oak Capital left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2025.
  • Dimensional US Core Equity Market ETF made up 0.12% of Blue Oak Capital's portfolio in Q2 2025, its #66 holding.
  • Blue Oak Capital first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's Dimensional US Core Equity Market ETF position peaked at $478K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.