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Calton & Associates’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Calton & 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 		$329K Buy
6,374
+1,130
+22% +$56.6K 0.05% 291
2026
Q1 		$237K Buy
+5,244
New +$247K 0.03% 378

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 $1.56B AUM 16.49% 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

Calton & Associates's DFAU Position: Q2 2026 in Review

Calton & Associates increased its Dimensional US Core Equity Market ETF (DFAU) stake by 22% in Q2 2026, buying an estimated $56.6K and bringing the position to 6,374 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #291.

Calton & Associates first reported a position in DFAU in Q1 2026 and has held it in 2 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Calton & Associates held 6,374 shares of Dimensional US Core Equity Market ETF worth $329K as of Q2 2026.
  • Calton & Associates bought 1,130 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $56.6K.
  • Dimensional US Core Equity Market ETF made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #291 holding.
  • Calton & Associates first reported a position in Dimensional US Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.