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

Essential 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 		$55.7M Sell
1,077,468
-54,893
-5% -$2.75M 15.74% 1
2026
Q1 		$51.1M Sell
1,132,361
-34,025
-3% -$1.6M 16.25% 2
2025
Q4 		$54.6M Sell
1,166,386
-56,890
-5% -$2.64M 17.41% 1
2025
Q3 		$56M Sell
1,223,276
-46,386
-4% -$2.04M 19.27% 2
2025
Q2 		$53.8M Buy
1,269,662
+16,419
+1% +$644K 20.02% 2
2025
Q1 		$48.2M Sell
1,253,243
-76,559,683
-98% -$3.11B 19.41% 2
2024
Q4 		$3.18B Buy
77,812,926
+76,574,185
+6,182% +$3.13B 20.7% 2
2024
Q3 		$49.2M Buy
1,238,741
+14,073
+1% +$538K 20.17% 2
2024
Q2 		$45.9M Buy
1,224,668
+45,938
+4% +$1.67M 20.2% 2
2024
Q1 		$39.2M Buy
1,178,730
+1,490
+0.1% +$51.6K 19.63% 2
2023
Q4 		$39.1M Buy
1,177,240
+939
+0.1% +$29.1K 19.76% 2
2023
Q3 		$35.3M Buy
1,176,301
+64,189
+6% +$2M 19.55% 2
2023
Q2 		$34.5M Buy
1,112,112
+11,797
+1% +$346K 19.65% 2
2023
Q1 		$31.6M Buy
1,100,315
+182,743
+20% +$5.17M 19.17% 2
2022
Q4 		$23.1M Buy
917,572
+880,762
+2,393% +$23.9M 17.72% 2
2022
Q3 		$926K Buy
+36,810
New +$1.02M 5.34% 4

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

Essential Planning's DFAU Position: Q2 2026 in Review

Essential Planning reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 4.8% in Q2 2026, selling an estimated $2.75M and leaving 1,077,468 shares worth $55.7M. The position accounts for 15.74% of the portfolio, ranked #1.

Essential Planning first reported a position in DFAU in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.18B in Q4 2024. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Essential Planning held 1,077,468 shares of Dimensional US Core Equity Market ETF worth $55.7M as of Q2 2026.
  • Essential Planning sold 54,893 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $2.75M.
  • Dimensional US Core Equity Market ETF made up 15.74% of Essential Planning's portfolio in Q2 2026, its #1 holding.
  • Essential Planning first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • Essential Planning's Dimensional US Core Equity Market ETF position peaked at $3.18B in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.