Cary Street Partners Investment Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cary Street Partners Investment Advisory’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	$911K	Buy	17,626 +8,588	+95%	+$430K	0.18%	124
2026 Q1	$408K	Buy	9,038 +1,107	+14%	+$52.1K	0.1%	215
2025 Q4	$371K	Hold	7,931	–	–	0.1%	204
2025 Q3	$363K	Buy	+7,931	New	+$349K	0.15%	152
2023 Q4	–	Sell	-9	Closed	-$271	–	893
2023 Q3	$271	Hold	9	–	–	﹤0.01%	1815
2023 Q2	$280	Hold	9	–	–	﹤0.01%	1706
2023 Q1	$259	Hold	9	–	–	﹤0.01%	1638
2022 Q4	$243	Buy	+9	New	+$245	﹤0.01%	1651

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

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's DFAU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Dimensional US Core Equity Market ETF (DFAU) stake by 95% in Q2 2026, buying an estimated $430K and bringing the position to 17,626 shares worth $911K. The position accounts for 0.18% of the portfolio, ranked #124.

Cary Street Partners Investment Advisory first reported a position in DFAU in Q4 2022 and has held it in 8 quarters since. 452 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Cary Street Partners Investment Advisory held 17,626 shares of Dimensional US Core Equity Market ETF worth $911K as of Q2 2026.
Cary Street Partners Investment Advisory bought 8,588 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $430K.
Dimensional US Core Equity Market ETF made up 0.18% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #124 holding.
Cary Street Partners Investment Advisory first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 8 quarters since.
452 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.