Cornerstone Advisory
DFAU icon

Cornerstone Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cornerstone Advisory’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 		$429K Hold
8,196
– – 0.03% 179
2026
Q2 		$424K Hold
8,196
– – 0.04% 182
2026
Q1 		$370K Buy
+8,196
New +$385K 0.04% 193

Other funds holding DFAU

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Cornerstone Advisory's DFAU Position: Q3 2026 in Review

Cornerstone Advisory held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q3 2026 at 8,196 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #179.

Cornerstone Advisory first reported a position in DFAU in Q1 2026 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Cornerstone Advisory held 8,196 shares of Dimensional US Core Equity Market ETF worth $429K as of Q3 2026.
  • Cornerstone Advisory left its Dimensional US Core Equity Market ETF share count unchanged in Q3 2026.
  • Dimensional US Core Equity Market ETF made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #179 holding.
  • Cornerstone Advisory first reported a position in Dimensional US Core Equity Market ETF in Q1 2026 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.