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Cooper Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cooper Financial Group’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
Q3 		$352K Buy
6,716
+3
+0% +$158 0.03% 315
2026
Q2 		$347K Buy
6,713
+2
+0% +$100 0.03% 317
2026
Q1 		$303K Buy
6,711
+2
+0% +$94 0.03% 328
2025
Q4 		$314K Sell
6,709
-4,974
-43% -$231K 0.03% 292
2025
Q3 		$535K Buy
11,683
+4
+0% +$176 0.06% 229
2025
Q2 		$495K Buy
11,679
+4
+0% +$157 0.06% 239
2025
Q1 		$449K Sell
11,675
-3,716
-24% -$151K 0.06% 252
2024
Q4 		$623K Sell
15,391
-104
-0.7% -$4.25K 0.08% 205
2024
Q3 		$615K Buy
15,495
+4
+0% +$153 0.08% 212
2024
Q2 		$581K Sell
15,491
-80
-0.5% -$2.91K 0.09% 203
2024
Q1 		$569K Sell
15,571
-21,413
-58% -$742K 0.09% 195
2023
Q4 		$1.23M Buy
36,984
+71
+0.2% +$2.2K 0.22% 89
2023
Q3 		$1.11M Buy
36,913
+60
+0.2% +$1.87K 0.27% 90
2023
Q2 		$1.14M Buy
36,853
+60
+0.2% +$1.76K 0.28% 82
2023
Q1 		$1.06M Buy
36,793
+54
+0.1% +$1.53K 0.29% 88
2022
Q4 		$993K Buy
36,739
+99
+0.3% +$2.69K 0.3% 81
2022
Q3 		$921K Buy
36,640
+7,413
+25% +$206K 0.33% 76
2022
Q2 		$772K Buy
+29,227
New +$839K 0.28% 90

Other funds holding DFAU

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Cooper Financial Group's DFAU Position: Q3 2026 in Review

Cooper Financial Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.04% in Q3 2026, buying an estimated $158 and bringing the position to 6,716 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #315.

Cooper Financial Group first reported a position in DFAU in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.23M in Q4 2023. 103 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Cooper Financial Group held 6,716 shares of Dimensional US Core Equity Market ETF worth $352K as of Q3 2026.
  • Cooper Financial Group bought 3 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $158.
  • Dimensional US Core Equity Market ETF made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #315 holding.
  • Cooper Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 18 quarters since.
  • Cooper Financial Group's Dimensional US Core Equity Market ETF position peaked at $1.23M in Q4 2023.
  • 103 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.