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Dixon Fnancial Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Dixon Fnancial Services’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 		$564K Buy
10,905
+94
+0.9% +$4.71K 0.23% 28
2026
Q1 		$488K Buy
10,811
+432
+4% +$20.3K 0.22% 27
2025
Q4 		$486K Buy
10,379
+383
+4% +$17.8K 0.22% 25
2025
Q3 		$457K Sell
9,996
-385
-4% -$17K 0.21% 25
2025
Q2 		$440K Buy
10,381
+251
+2% +$9.84K 0.22% 23
2025
Q1 		$389K Buy
10,130
+398
+4% +$16.1K 0.21% 25
2024
Q4 		$394K Sell
9,732
-596
-6% -$24.3K 0.21% 22
2024
Q3 		$410K Buy
10,328
+679
+7% +$25.9K 0.22% 22
2024
Q2 		$362K Buy
9,649
+875
+10% +$31.8K 0.2% 23
2024
Q1 		$321K Buy
8,774
+1,232
+16% +$42.7K 0.18% 28
2023
Q4 		$251K Buy
+7,542
New +$234K 0.15% 20

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
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 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

Dixon Fnancial Services's DFAU Position: Q2 2026 in Review

Dixon Fnancial Services increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.87% in Q2 2026, buying an estimated $4.71K and bringing the position to 10,905 shares worth $564K. The position accounts for 0.23% of the portfolio, ranked #28.

Dixon Fnancial Services first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 388 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Dixon Fnancial Services held 10,905 shares of Dimensional US Core Equity Market ETF worth $564K as of Q2 2026.
  • Dixon Fnancial Services bought 94 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $4.71K.
  • Dimensional US Core Equity Market ETF made up 0.23% of Dixon Fnancial Services's portfolio in Q2 2026, its #28 holding.
  • Dixon Fnancial Services first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 388 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.