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CPA Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

CPA Asset Management’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 		– Sell
-6,206
Closed -$280K – 99
2026
Q1 		$280K Hold
6,206
– – 0.09% 84
2025
Q4 		$290K Hold
6,206
– – 0.1% 82
2025
Q3 		$284K Hold
6,206
– – 0.11% 75
2025
Q2 		$263K Hold
6,206
– – 0.11% 71
2025
Q1 		$239K Buy
+6,206
New +$252K 0.11% 73

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 $1.52B AUM 23.06% 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
KA
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
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AC
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

CPA Asset Management's DFAU Position: Q2 2026 in Review

CPA Asset Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 6,206 shares — an estimated $280K sold.

CPA Asset Management first reported a position in DFAU in Q1 2025 and held it in 5 quarters. The position peaked at $290K in Q4 2025. 307 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • CPA Asset Management reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • CPA Asset Management sold 6,206 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $280K.
  • CPA Asset Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and held it in 5 quarters.
  • CPA Asset Management's Dimensional US Core Equity Market ETF position peaked at $290K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.