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

Concurrent Investment 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	$6.76M	Buy	130,865 +12,301	+10%	+$616K	0.06%	358
2026 Q1	$5.35M	Buy	118,564 +39,004	+49%	+$1.83M	0.06%	346
2025 Q4	$3.72M	Buy	79,560 +31,821	+67%	+$1.47M	0.04%	401
2025 Q3	$2.18M	Buy	47,739 +26,442	+124%	+$1.17M	0.04%	441
2025 Q2	$902K	Buy	+21,297	New	+$835K	0.02%	629

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

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

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

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

Concurrent Investment Advisors's DFAU Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 10% in Q2 2026, buying an estimated $616K and bringing the position to 130,865 shares worth $6.76M. The position accounts for 0.06% of the portfolio, ranked #358.

Concurrent Investment Advisors first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Concurrent Investment Advisors held 130,865 shares of Dimensional US Core Equity Market ETF worth $6.76M as of Q2 2026.
Concurrent Investment Advisors bought 12,301 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $616K.
Dimensional US Core Equity Market ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #358 holding.
Concurrent Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
307 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.