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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
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

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

Eclectic Associates's DFAU Position: Q2 2026 in Review

Eclectic Associates reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.83% in Q2 2026, selling an estimated $3.1K and leaving 7,432 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #116.

Eclectic Associates first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $537K in Q4 2024. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Eclectic Associates held 7,432 shares of Dimensional US Core Equity Market ETF worth $384K as of Q2 2026.
  • Eclectic Associates sold 62 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $3.1K.
  • Dimensional US Core Equity Market ETF made up 0.04% of Eclectic Associates's portfolio in Q2 2026, its #116 holding.
  • Eclectic Associates first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Eclectic Associates's Dimensional US Core Equity Market ETF position peaked at $537K in Q4 2024.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.