CFO
DFAU icon

CVA Family Office’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

CVA Family Office’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 		$49M Buy
948,466
+116,690
+14% +$5.84M 4.44% 4
2026
Q1 		$37.5M Buy
831,776
+181,459
+28% +$8.53M 3.95% 3
2025
Q4 		$30.4M Buy
650,317
+166,697
+34% +$7.73M 3.5% 4
2025
Q3 		$22.1M Buy
483,620
+60,930
+14% +$2.68M 2.85% 6
2025
Q2 		$17.9M Buy
422,690
+51,350
+14% +$2.01M 2.52% 6
2025
Q1 		$14.3M Sell
371,340
-7,755
-2% -$315K 2.19% 7
2024
Q4 		$15.3M Buy
379,095
+39,924
+12% +$1.63M 2.43% 7
2024
Q3 		$13.5M Buy
339,171
+18,834
+6% +$719K 2.19% 8
2024
Q2 		$12M Buy
320,337
+11,630
+4% +$423K 2.16% 8
2024
Q1 		$11.3M Buy
308,707
+18,303
+6% +$634K 2.02% 9
2023
Q4 		$9.66M Buy
290,404
+39,107
+16% +$1.21M 1.88% 10
2023
Q3 		$7.53M Sell
251,297
-4,529
-2% -$141K 1.72% 14
2023
Q2 		$7.93M Buy
255,826
+3,664
+1% +$107K 1.66% 13
2023
Q1 		$7.25M Buy
252,162
+3,241
+1% +$91.6K 1.62% 13
2022
Q4 		$6.73M Sell
248,921
-19,127
-7% -$520K 1.63% 12
2022
Q3 		$6.74M Sell
268,048
-2,989
-1% -$83.2K 1.83% 9
2022
Q2 		$7.16M Buy
271,037
+33,355
+14% +$958K 1.95% 9
2022
Q1 		$7.49M Buy
237,682
+76,939
+48% +$2.39M 1.79% 13
2021
Q4 		$5.3M Buy
+160,743
New +$5.16M 1.32% 19
2021
Q3 		– Sell
-123,809
Closed -$3.74M – 485
2021
Q2 		$3.74M Buy
123,809
+5,701
+5% +$168K 1.06% 23
2021
Q1 		$3.33M Buy
118,108
+99,207
+525% +$2.72M 1.26% 20
2020
Q4 		$497K Buy
+18,901
New +$485K 0.31% 54

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
AF
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
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

CVA Family Office's DFAU Position: Q2 2026 in Review

CVA Family Office increased its Dimensional US Core Equity Market ETF (DFAU) stake by 14% in Q2 2026, buying an estimated $5.84M and bringing the position to 948,466 shares worth $49M. The position accounts for 4.44% of the portfolio, ranked #4.

CVA Family Office first reported a position in DFAU in Q4 2020 and has held it in 22 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • CVA Family Office held 948,466 shares of Dimensional US Core Equity Market ETF worth $49M as of Q2 2026.
  • CVA Family Office bought 116,690 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $5.84M.
  • Dimensional US Core Equity Market ETF made up 4.44% of CVA Family Office's portfolio in Q2 2026, its #4 holding.
  • CVA Family Office first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 22 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.