Commonwealth Equity Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Commonwealth Equity 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	$64.8M	Buy	1,254,532 +46,671	+4%	+$2.34M	0.08%	242
2026 Q1	$54.5M	Sell	1,207,861 -4,275	-0.4%	-$201K	0.08%	261
2025 Q4	$56.7M	Buy	1,212,136 +20,990	+2%	+$973K	0.08%	254
2025 Q3	$54.5M	Sell	1,191,146 -100,516	-8%	-$4.43M	0.07%	269
2025 Q2	$54.7M	Sell	1,291,662 -236,128	-15%	-$9.26M	0.07%	270
2025 Q1	$58.7M	Buy	1,527,790 +134,546	+10%	+$5.46M	0.08%	240
2024 Q4	$56.4M	Buy	1,393,244 +160,692	+13%	+$6.56M	0.08%	229
2024 Q3	$48.9M	Sell	1,232,552 -56,995	-4%	-$2.18M	0.07%	245
2024 Q2	$48.3M	Buy	1,289,547 +136,972	+12%	+$4.98M	0.08%	238
2024 Q1	$42.1M	Buy	1,152,575 +26,049	+2%	+$902K	0.07%	269
2023 Q4	$37.5M	Buy	1,126,526 +131,484	+13%	+$4.08M	0.07%	271
2023 Q3	$29.8M	Buy	995,042 +111,297	+13%	+$3.47M	0.06%	288
2023 Q2	$27.4M	Buy	883,745 +72,303	+9%	+$2.12M	0.06%	322
2023 Q1	$23.3M	Buy	811,442 +222,093	+38%	+$6.28M	0.05%	349
2022 Q4	$15.9M	Sell	589,349 -59,083	-9%	-$1.61M	0.04%	441
2022 Q3	$16.3M	Sell	648,432 -291,310	-31%	-$8.11M	0.04%	397
2022 Q2	$24.8M	Buy	939,742 +219,571	+30%	+$6.3M	0.06%	282
2022 Q1	$22.7M	Buy	720,171 +201,140	+39%	+$6.25M	0.05%	330
2021 Q4	$17.1M	Buy	519,031 +62,175	+14%	+$1.99M	0.04%	419
2021 Q3	$13.8M	Buy	456,856 +78,637	+21%	+$2.43M	0.03%	455
2021 Q2	$11.4M	Buy	378,219 +55,297	+17%	+$1.63M	0.03%	522
2021 Q1	$9.1M	Buy	322,922 +170,986	+113%	+$4.69M	0.03%	547
2020 Q4	$3.99M	Buy	+151,936	New	+$3.9M	0.01%	836

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

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 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

Commonwealth Equity Services's DFAU Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional US Core Equity Market ETF (DFAU) stake by 3.9% in Q2 2026, buying an estimated $2.34M and bringing the position to 1,254,532 shares worth $64.8M. The position accounts for 0.08% of the portfolio, ranked #242.

Commonwealth Equity Services first reported a position in DFAU in Q4 2020 and has held it in 23 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Commonwealth Equity Services held 1,254,532 shares of Dimensional US Core Equity Market ETF worth $64.8M as of Q2 2026.
Commonwealth Equity Services bought 46,671 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $2.34M.
Dimensional US Core Equity Market ETF made up 0.08% of Commonwealth Equity Services's portfolio in Q2 2026, its #242 holding.
Commonwealth Equity Services first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 23 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.