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CFS Investment Advisory Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

CFS Investment Advisory Services’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 		$1.39M Sell
26,887
-14
-0.1% -$701 0.09% 162
2026
Q1 		$1.32M Buy
26,901
+478
+2% +$22.5K 0.09% 167
2025
Q4 		$1.24M Sell
26,423
-427
-2% -$19.8K 0.09% 164
2025
Q3 		$1.25M Hold
26,850
– – 0.09% 163
2025
Q2 		$1.14M Buy
26,850
+5,398
+25% +$212K 0.09% 161
2025
Q1 		$825K Buy
21,452
+455
+2% +$18.5K 0.07% 180
2024
Q4 		$850K Hold
20,997
– – 0.08% 168
2024
Q3 		$833K Sell
20,997
-19
-0.1% -$726 0.07% 168
2024
Q2 		$788K Sell
21,016
-384
-2% -$14K 0.06% 159
2024
Q1 		$782K Hold
21,400
– – 0.13% 95
2023
Q4 		$712K Hold
21,400
– – 0.13% 89
2023
Q3 		$641K Hold
21,400
– – 0.1% 108
2023
Q2 		$663K Sell
21,400
-384
-2% -$11.3K 0.08% 143
2023
Q1 		$627K Sell
21,784
-8,547
-28% -$242K 0.11% 85
2022
Q4 		$820K Sell
30,331
-749,854
-96% -$20.4M 0.19% 69
2022
Q3 		$780K Buy
780,185
+743,882
+2,049% +$20.7M 0.18% 69
2022
Q2 		$959K Sell
36,303
-389,847
-91% -$11.2M 0.15% 127
2022
Q1 		$14K Buy
+426,150
New +$13.2M 0.06% 135

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 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
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

CFS Investment Advisory Services's DFAU Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.05% in Q2 2026, selling an estimated $701 and leaving 26,887 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #162.

CFS Investment Advisory Services first reported a position in DFAU in Q1 2022 and has held it in 18 quarters since. 119 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • CFS Investment Advisory Services held 26,887 shares of Dimensional US Core Equity Market ETF worth $1.39M as of Q2 2026.
  • CFS Investment Advisory Services sold 14 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $701.
  • Dimensional US Core Equity Market ETF made up 0.09% of CFS Investment Advisory Services's portfolio in Q2 2026, its #162 holding.
  • CFS Investment Advisory Services first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 119 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.