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Colony Family Offices’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Colony Family Offices’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 		$875K Hold
16,930
– – 0.19% 37
2026
Q1 		$764K Hold
16,930
– – 0.19% 38
2025
Q4 		$792K Hold
16,930
– – 0.2% 38
2025
Q3 		$775K Hold
16,930
– – 0.2% 38
2025
Q2 		$717K Hold
16,930
– – 0.19% 37
2025
Q1 		$651K Hold
16,930
– – 0.2% 38
2024
Q4 		$685K Hold
16,930
– – 0.22% 37
2024
Q3 		$672K Hold
16,930
– – 0.21% 39
2024
Q2 		$635K Hold
16,930
– – 0.2% 41
2024
Q1 		$619K Hold
16,930
– – 0.2% 41
2023
Q4 		$563K Hold
16,930
– – 0.19% 43
2023
Q3 		$507K Hold
16,930
– – 0.22% 27
2023
Q2 		$525K Hold
16,930
– – 0.22% 27
2023
Q1 		$487K Buy
+16,930
New +$479K 0.19% 53

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 $1.56B AUM 16.49% 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

Colony Family Offices's DFAU Position: Q2 2026 in Review

Colony Family Offices held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 16,930 shares worth $875K. The position accounts for 0.19% of the portfolio, ranked #37.

Colony Family Offices first reported a position in DFAU in Q1 2023 and has held it in 14 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Colony Family Offices held 16,930 shares of Dimensional US Core Equity Market ETF worth $875K as of Q2 2026.
  • Colony Family Offices left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.19% of Colony Family Offices's portfolio in Q2 2026, its #37 holding.
  • Colony Family Offices first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.