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

Elser Financial Planning’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	$103M	Buy	1,989,838 +8,326	+0.4%	+$417K	4.46%	3
2026 Q1	$89.4M	Buy	+1,981,512	New	+$93.2M	4.34%	3
2025 Q1	–	Sell	-1,981,392,522	Closed	-$80.3M	–	76
2024 Q4	$80.3M	Buy	+1,981,392,522	New	+$80.9B	4.8%	3
2024 Q3	–	Sell	-1,671,168	Closed	-$62.7M	–	76
2024 Q2	$62.7M	Buy	+1,671,168	New	+$60.7M	10.47%	2

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

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 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

Elser Financial Planning's DFAU Position: Q2 2026 in Review

Elser Financial Planning increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.42% in Q2 2026, buying an estimated $417K and bringing the position to 1,989,838 shares worth $103M. The position accounts for 4.46% of the portfolio, ranked #3.

Elser Financial Planning first reported a position in DFAU in Q2 2024 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Elser Financial Planning held 1,989,838 shares of Dimensional US Core Equity Market ETF worth $103M as of Q2 2026.
Elser Financial Planning bought 8,326 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $417K.
Dimensional US Core Equity Market ETF made up 4.46% of Elser Financial Planning's portfolio in Q2 2026, its #3 holding.
Elser Financial Planning first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and has held it in 4 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.