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

Cary Street 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 		$484K Buy
9,373
+775
+9% +$38.8K 0.01% 673
2026
Q1 		$388K Buy
8,598
+573
+7% +$26.9K 0.01% 653
2025
Q4 		$376K Buy
8,025
+5
+0.1% +$232 0.01% 670
2025
Q3 		$367K Sell
8,020
-3,127
-28% -$138K 0.01% 642
2025
Q2 		$472K Buy
11,147
+1,915
+21% +$75.1K 0.01% 561
2025
Q1 		$355K Buy
+9,232
New +$375K 0.01% 610

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

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

Cary Street Partners increased its Dimensional US Core Equity Market ETF (DFAU) stake by 9% in Q2 2026, buying an estimated $38.8K and bringing the position to 9,373 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #673.

Cary Street Partners 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.

  • Cary Street Partners held 9,373 shares of Dimensional US Core Equity Market ETF worth $484K as of Q2 2026.
  • Cary Street Partners bought 775 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $38.8K.
  • Dimensional US Core Equity Market ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #673 holding.
  • Cary Street Partners 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 Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.