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Clearstead Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Clearstead Advisors’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 		$664K Buy
12,844
+30
+0.2% +$1.5K 0.01% 663
2026
Q1 		$578K Buy
+12,814
New +$603K 0.01% 678

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

Clearstead Advisors's DFAU Position: Q2 2026 in Review

Clearstead Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.23% in Q2 2026, buying an estimated $1.5K and bringing the position to 12,844 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #663.

Clearstead Advisors first reported a position in DFAU in Q1 2026 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Clearstead Advisors held 12,844 shares of Dimensional US Core Equity Market ETF worth $664K as of Q2 2026.
  • Clearstead Advisors bought 30 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.5K.
  • Dimensional US Core Equity Market ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #663 holding.
  • Clearstead Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.