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Blue Trust Inc’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Blue Trust Inc’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 		– Sell
-7,361
Closed -$332K – 2495
2026
Q1 		$332K Sell
7,361
-350
-5% -$16.5K ﹤0.01% 618
2025
Q4 		$361K Hold
7,711
– – ﹤0.01% 592
2025
Q3 		$353K Hold
7,711
– – ﹤0.01% 611
2025
Q2 		$327K Sell
7,711
-955
-11% -$37.4K ﹤0.01% 607
2025
Q1 		$333K Buy
8,666
+794
+10% +$32.2K ﹤0.01% 532
2024
Q4 		$319K Hold
7,872
– – ﹤0.01% 510
2024
Q3 		$295K Sell
7,872
-223
-3% -$8.52K ﹤0.01% 685
2024
Q2 		$296K Hold
8,095
– – ﹤0.01% 561
2024
Q1 		$296K Buy
8,095
+520
+7% +$18K ﹤0.01% 397
2023
Q4 		$227K Sell
7,575
-244
-3% -$7.57K ﹤0.01% 413
2023
Q3 		$242K Buy
7,819
+482
+7% +$15K ﹤0.01% 384
2023
Q2 		$211K Buy
+7,337
New +$215K ﹤0.01% 354

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

Blue Trust Inc's DFAU Position: Q2 2026 in Review

Blue Trust Inc sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 7,361 shares — an estimated $332K sold.

Blue Trust Inc first reported a position in DFAU in Q2 2023 and held it in 12 quarters. The position peaked at $361K in Q4 2025. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Blue Trust Inc reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 7,361 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $332K.
  • Blue Trust Inc first reported a position in Dimensional US Core Equity Market ETF in Q2 2023 and held it in 12 quarters.
  • Blue Trust Inc's Dimensional US Core Equity Market ETF position peaked at $361K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.