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Capstone Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Capstone Financial Advisors’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 		$3.48M Buy
67,306
+8,371
+14% +$419K 0.17% 35
2026
Q1 		$2.66M Hold
58,935
– – 0.14% 38
2025
Q4 		$2.76M Buy
58,935
+3
+0% +$139 0.15% 39
2025
Q3 		$2.7M Buy
58,932
+3
+0% +$132 0.15% 41
2025
Q2 		$2.5M Buy
58,929
+26,153
+80% +$1.03M 0.14% 39
2025
Q1 		$1.26M Buy
32,776
+2
+0% +$81 0.08% 56
2024
Q4 		$1.33M Buy
32,774
+5
+0% +$204 0.08% 50
2024
Q3 		$1.3M Buy
32,769
+112
+0.3% +$4.28K 0.08% 51
2024
Q2 		$1.22M Sell
32,657
-59
-0.2% -$2.14K 0.08% 49
2024
Q1 		$1.2M Sell
32,716
-172
-0.5% -$5.96K 0.08% 51
2023
Q4 		$1.09M Buy
32,888
+5
+0% +$155 0.08% 51
2023
Q3 		$985K Buy
32,883
+4
+0% +$125 0.08% 51
2023
Q2 		$1.02M Buy
32,879
+5
+0% +$147 0.08% 52
2023
Q1 		$946K Buy
32,874
+4
+0% +$113 0.07% 52
2022
Q4 		$888K Buy
+32,870
New +$893K 0.08% 50
2022
Q3 		– Sell
-740,477
Closed -$19.6M – 146
2022
Q2 		$19.6M Buy
+740,477
New +$21.3M 1.67% 19

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

Capstone Financial Advisors's DFAU Position: Q2 2026 in Review

Capstone Financial Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 14% in Q2 2026, buying an estimated $419K and bringing the position to 67,306 shares worth $3.48M. The position accounts for 0.17% of the portfolio, ranked #35.

Capstone Financial Advisors first reported a position in DFAU in Q2 2022 and has held it in 16 quarters since. The position peaked at $19.6M in Q2 2022. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Capstone Financial Advisors held 67,306 shares of Dimensional US Core Equity Market ETF worth $3.48M as of Q2 2026.
  • Capstone Financial Advisors bought 8,371 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $419K.
  • Dimensional US Core Equity Market ETF made up 0.17% of Capstone Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Capstone Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 16 quarters since.
  • Capstone Financial Advisors's Dimensional US Core Equity Market ETF position peaked at $19.6M in Q2 2022.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.