Cardinal Point Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cardinal Point Capital Management’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	$699K	Buy	13,519 +32	+0.2%	+$1.6K	0.04%	156
2026 Q1	$609K	Buy	13,487 +33	+0.2%	+$1.55K	0.04%	161
2025 Q4	$630K	Buy	13,454 +35	+0.3%	+$1.62K	0.04%	138
2025 Q3	$610K	Buy	13,419 +35	+0.3%	+$1.54K	0.04%	140
2025 Q2	$567K	Sell	13,384 -1,437	-10%	-$56.3K	0.04%	134
2025 Q1	$570K	Buy	+14,821	New	+$601K	0.05%	108

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

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 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

Cardinal Point Capital Management's DFAU Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.24% in Q2 2026, buying an estimated $1.6K and bringing the position to 13,519 shares worth $699K. The position accounts for 0.04% of the portfolio, ranked #156.

Cardinal Point Capital Management first reported a position in DFAU in Q1 2025 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Cardinal Point Capital Management held 13,519 shares of Dimensional US Core Equity Market ETF worth $699K as of Q2 2026.
Cardinal Point Capital Management bought 32 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.6K.
Dimensional US Core Equity Market ETF made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #156 holding.
Cardinal Point Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.