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Capstone Wealth Management (Alabama)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Capstone Wealth Management (Alabama)’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 		$2.5M Hold
48,381
– – 1.16% 16
2026
Q1 		$2.18M Buy
48,381
+9,258
+24% +$435K 1.52% 15
2025
Q4 		$1.83M Hold
39,123
– – 1.34% 15
2025
Q3 		$1.79M Buy
39,123
+32
+0.1% +$1.41K 1.38% 15
2025
Q2 		$1.66M Buy
39,091
+2,902
+8% +$114K 1.45% 15
2025
Q1 		$1.39M Buy
36,189
+14,580
+67% +$591K 1.39% 14
2024
Q4 		$875K Buy
+21,609
New +$883K 0.85% 18

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
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
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s DFAU Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 48,381 shares worth $2.5M. The position accounts for 1.16% of the portfolio, ranked #16.

Capstone Wealth Management (Alabama) first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 48,381 shares of Dimensional US Core Equity Market ETF worth $2.5M as of Q2 2026.
  • Capstone Wealth Management (Alabama) left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 1.16% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #16 holding.
  • Capstone Wealth Management (Alabama) first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 307 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.