Eclectic Associates’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Eclectic Associates’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	$385K	Sell	7,349 -83	-1%	-$4.36K	0.04%	112
2026 Q2	$384K	Sell	7,432 -62	-0.8%	-$3.1K	0.04%	116
2026 Q1	$338K	Sell	7,494 -1,245	-14%	-$58.5K	0.04%	115
2025 Q4	$409K	Buy	8,739 +8	+0.1%	+$371	0.06%	104
2025 Q3	$400K	Sell	8,731 -1,959	-18%	-$86.3K	0.07%	89
2025 Q2	$453K	Buy	10,690 +500	+5%	+$19.6K	0.1%	84
2025 Q1	$392K	Sell	10,190 -3,067	-23%	-$124K	0.11%	88
2024 Q4	$537K	Buy	+13,257	New	+$542K	0.16%	82

Other funds holding DFAU

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Eclectic Associates's DFAU Position: Q3 2026 in Review

Eclectic Associates reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.1% in Q3 2026, selling an estimated $4.36K and leaving 7,349 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #112.

Eclectic Associates first reported a position in DFAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $537K in Q4 2024. 185 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Eclectic Associates held 7,349 shares of Dimensional US Core Equity Market ETF worth $385K as of Q3 2026.
Eclectic Associates sold 83 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $4.36K.
Dimensional US Core Equity Market ETF made up 0.04% of Eclectic Associates's portfolio in Q3 2026, its #112 holding.
Eclectic Associates first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
Eclectic Associates's Dimensional US Core Equity Market ETF position peaked at $537K in Q4 2024.
185 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.