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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
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

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

DecisionPoint Financial's DFAU Position: Q2 2026 in Review

DecisionPoint Financial reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.19% in Q2 2026, selling an estimated $1.3K and leaving 13,917 shares worth $718K. The position accounts for 0.13% of the portfolio, ranked #32.

DecisionPoint Financial first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • DecisionPoint Financial held 13,917 shares of Dimensional US Core Equity Market ETF worth $718K as of Q2 2026.
  • DecisionPoint Financial sold 26 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.3K.
  • Dimensional US Core Equity Market ETF made up 0.13% of DecisionPoint Financial's portfolio in Q2 2026, its #32 holding.
  • DecisionPoint Financial first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.