Envestnet Portfolio Solutions
DFAU icon

Envestnet Portfolio Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Envestnet Portfolio Solutions’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 		$985K Buy
19,063
+6,002
+46% +$300K ﹤0.01% 715
2026
Q1 		$589K Buy
13,061
+6
+0% +$282 ﹤0.01% 826
2025
Q4 		$611K Sell
13,055
-624
-5% -$28.9K ﹤0.01% 965
2025
Q3 		$626K Sell
13,679
-484
-3% -$21.3K ﹤0.01% 935
2025
Q2 		$600K Buy
14,163
+48
+0.3% +$1.88K ﹤0.01% 1011
2025
Q1 		$543K Sell
14,115
-28
-0.2% -$1.14K ﹤0.01% 1013
2024
Q4 		$573K Sell
14,143
-16
-0.1% -$654 ﹤0.01% 1172
2024
Q3 		$562K Sell
14,159
-499
-3% -$19.1K ﹤0.01% 1137
2024
Q2 		$550K Sell
14,658
-292
-2% -$10.6K ﹤0.01% 1098
2024
Q1 		$546K Buy
14,950
+481
+3% +$16.7K ﹤0.01% 1085
2023
Q4 		$481K Buy
14,469
+33
+0.2% +$1.02K ﹤0.01% 1071
2023
Q3 		$432K Buy
+14,436
New +$449K ﹤0.01% 1047

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 $1.56B AUM 16.49% 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

Envestnet Portfolio Solutions's DFAU Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Dimensional US Core Equity Market ETF (DFAU) stake by 46% in Q2 2026, buying an estimated $300K and bringing the position to 19,063 shares worth $985K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Envestnet Portfolio Solutions first reported a position in DFAU in Q3 2023 and has held it in 12 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Envestnet Portfolio Solutions held 19,063 shares of Dimensional US Core Equity Market ETF worth $985K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 6,002 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $300K.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #715 holding.
  • Envestnet Portfolio Solutions first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.