DecisionPoint Financial
DFAU icon

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

DecisionPoint Financial’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 		$704K Sell
13,399
-518
-4% -$27.2K 0.12% 36
2026
Q2 		$718K Sell
13,917
-26
-0.2% -$1.3K 0.13% 32
2026
Q1 		$629K Buy
13,943
+1,621
+13% +$76.2K 0.14% 30
2025
Q4 		$577K Sell
12,322
-22
-0.2% -$1.02K 0.13% 32
2025
Q3 		$567K Sell
12,344
-1,246
-9% -$54.9K 0.13% 32
2025
Q2 		$576K Buy
13,590
+1
+0% +$39 0.15% 30
2025
Q1 		$522K Hold
13,589
– – 0.15% 28
2024
Q4 		$550K Buy
13,589
+319
+2% +$13K 0.17% 26
2024
Q3 		$527K Buy
13,270
+1,450
+12% +$55.4K 0.17% 27
2024
Q2 		$452K Sell
11,820
-27
-0.2% -$981 0.15% 29
2024
Q1 		$420K Sell
11,847
-3,602
-23% -$125K 0.17% 29
2023
Q4 		$514K Sell
15,449
-1,646
-10% -$51.1K 0.22% 25
2023
Q3 		$512K Sell
17,095
-1,752
-9% -$54.5K 0.27% 23
2023
Q2 		$584K Buy
18,847
+542
+3% +$15.9K 0.3% 21
2023
Q1 		$527K Sell
18,305
-65
-0.4% -$1.84K 0.3% 22
2022
Q4 		$496K Buy
+18,370
New +$499K 0.3% 21

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
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
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DecisionPoint Financial's DFAU Position: Q3 2026 in Review

DecisionPoint Financial reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 3.7% in Q3 2026, selling an estimated $27.2K and leaving 13,399 shares worth $704K. The position accounts for 0.12% of the portfolio, ranked #36.

DecisionPoint Financial first reported a position in DFAU in Q4 2022 and has held it in 16 quarters since. The position peaked at $718K in Q2 2026. 249 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • DecisionPoint Financial held 13,399 shares of Dimensional US Core Equity Market ETF worth $704K as of Q3 2026.
  • DecisionPoint Financial sold 518 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $27.2K.
  • Dimensional US Core Equity Market ETF made up 0.12% of DecisionPoint Financial's portfolio in Q3 2026, its #36 holding.
  • DecisionPoint Financial first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 16 quarters since.
  • DecisionPoint Financial's Dimensional US Core Equity Market ETF position peaked at $718K in Q2 2026.
  • 249 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.