EFP
DFAU icon

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

Envision 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 		$27.1M Buy
524,562
+607
+0.1% +$30.4K 8.82% 2
2026
Q1 		$23.6M Buy
523,955
+23,951
+5% +$1.13M 8.55% 2
2025
Q4 		$23.4M Sell
500,004
-10,889
-2% -$505K 8.85% 1
2025
Q3 		$23.4M Buy
510,893
+17,843
+4% +$786K 9.91% 1
2025
Q2 		$20.9M Sell
493,050
-1,651
-0.3% -$64.7K 9.77% 1
2025
Q1 		$19M Sell
494,701
-27,701
-5% -$1.12M 9.69% 1
2024
Q4 		$21.2M Buy
522,402
+10,779
+2% +$440K 10.93% 1
2024
Q3 		$20.3M Buy
511,623
+71,976
+16% +$2.75M 10.69% 1
2024
Q2 		$16.5M Buy
439,647
+8,758
+2% +$318K 12.59% 1
2024
Q1 		$15.7M Buy
430,889
+10,284
+2% +$356K 12.71% 1
2023
Q4 		$14M Sell
420,605
-8,885
-2% -$276K 12.25% 1
2023
Q3 		$12.9M Buy
+429,490
New +$13.4M 12.74% 1

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

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

Envision Financial Planning increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.12% in Q2 2026, buying an estimated $30.4K and bringing the position to 524,562 shares worth $27.1M. The position accounts for 8.82% of the portfolio, ranked #2.

Envision Financial Planning first reported a position in DFAU in Q3 2023 and has held it in 12 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Envision Financial Planning held 524,562 shares of Dimensional US Core Equity Market ETF worth $27.1M as of Q2 2026.
  • Envision Financial Planning bought 607 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $30.4K.
  • Dimensional US Core Equity Market ETF made up 8.82% of Envision Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Envision Financial Planning first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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