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C.M. Bidwell & Associates’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

C.M. Bidwell & Associates’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 		$918K Sell
17,766
-29
-0.2% -$1.45K 0.38% 49
2026
Q1 		$803K Sell
17,795
-32
-0.2% -$1.5K 0.37% 48
2025
Q4 		$834K Hold
17,827
– – 0.39% 46
2025
Q3 		$816K Hold
17,827
– – 0.39% 49
2025
Q2 		$755K Hold
17,827
– – 0.39% 50
2025
Q1 		$685K Hold
17,827
– – 0.41% 49
2024
Q4 		$722K Hold
17,827
– – 0.44% 44
2024
Q3 		$708K Hold
17,827
– – 0.43% 45
2024
Q2 		$668K Hold
17,827
– – 0.45% 46
2024
Q1 		$651K Sell
17,827
-47
-0.3% -$1.63K 0.44% 44
2023
Q4 		$594K Sell
17,874
-138
-0.8% -$4.28K 0.44% 44
2023
Q3 		$539K Sell
18,012
-419
-2% -$13K 0.41% 44
2023
Q2 		$571K Hold
18,431
– – 0.42% 42
2023
Q1 		$530K Sell
18,431
-64
-0.3% -$1.81K 0.4% 42
2022
Q4 		$500K Sell
18,495
-6,911
-27% -$188K 0.39% 43
2022
Q3 		$639K Sell
25,406
-179
-0.7% -$4.98K 0.53% 40
2022
Q2 		$676K Sell
25,585
-2,000
-7% -$57.4K 0.53% 37
2022
Q1 		$869K Buy
27,585
+9,570
+53% +$297K 0.57% 36
2021
Q4 		$594K Buy
18,015
+390
+2% +$12.5K 0.36% 44
2021
Q3 		$531K Hold
17,625
– – 0.35% 43
2021
Q2 		$532K Buy
17,625
+14,889
+544% +$440K 0.35% 43
2021
Q1 		$77K Hold
2,736
– – 0.06% 264
2020
Q4 		$72K Buy
+2,736
New +$70.2K 0.06% 259

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

C.M. Bidwell & Associates's DFAU Position: Q2 2026 in Review

C.M. Bidwell & Associates reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.16% in Q2 2026, selling an estimated $1.45K and leaving 17,766 shares worth $918K. The position accounts for 0.38% of the portfolio, ranked #49.

C.M. Bidwell & Associates first reported a position in DFAU in Q4 2020 and has held it in 23 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • C.M. Bidwell & Associates held 17,766 shares of Dimensional US Core Equity Market ETF worth $918K as of Q2 2026.
  • C.M. Bidwell & Associates sold 29 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.45K.
  • Dimensional US Core Equity Market ETF made up 0.38% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #49 holding.
  • C.M. Bidwell & Associates first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.