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Canopy Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Canopy Partners’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 		$13M Sell
252,296
-1,898
-0.7% -$95K 3.92% 4
2026
Q1 		$11.5M Buy
254,194
+4,055
+2% +$191K 3.93% 4
2025
Q4 		$11.7M Buy
250,139
+22,413
+10% +$1.04M 3.81% 5
2025
Q3 		$10.4M Buy
227,726
+18,321
+9% +$807K 3.48% 7
2025
Q2 		$8.87M Buy
209,405
+20,051
+11% +$786K 3.25% 7
2025
Q1 		$7.28M Buy
189,354
+20,344
+12% +$825K 2.84% 8
2024
Q4 		$6.84M Buy
169,010
+9,201
+6% +$376K 2.61% 9
2024
Q3 		$6.34M Buy
159,809
+13,626
+9% +$520K 2.73% 9
2024
Q2 		$5.48M Buy
146,183
+90,046
+160% +$3.27M 2.55% 11
2024
Q1 		$2.05M Buy
56,137
+44,793
+395% +$1.55M 1% 19
2023
Q4 		$377K Buy
+11,344
New +$352K 0.23% 93

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

Canopy Partners's DFAU Position: Q2 2026 in Review

Canopy Partners reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.75% in Q2 2026, selling an estimated $95K and leaving 252,296 shares worth $13M. The position accounts for 3.92% of the portfolio, ranked #4.

Canopy Partners first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Canopy Partners held 252,296 shares of Dimensional US Core Equity Market ETF worth $13M as of Q2 2026.
  • Canopy Partners sold 1,898 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $95K.
  • Dimensional US Core Equity Market ETF made up 3.92% of Canopy Partners's portfolio in Q2 2026, its #4 holding.
  • Canopy Partners first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.