EF
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Exeter Financial’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Exeter Financial’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 		$6.06M Buy
117,208
+16,472
+16% +$824K 2.32% 11
2026
Q1 		$4.55M Sell
100,736
-540
-0.5% -$25.4K 1.86% 18
2025
Q4 		$4.74M Sell
101,276
-570
-0.6% -$26.4K 2.02% 13
2025
Q3 		$4.66M Buy
101,846
+5,593
+6% +$246K 2.01% 14
2025
Q2 		$4.08M Buy
96,253
+8,738
+10% +$343K 1.81% 17
2025
Q1 		$3.36M Buy
87,515
+11,911
+16% +$483K 1.51% 24
2024
Q4 		$3.06M Buy
75,604
+304
+0.4% +$12.4K 1.4% 25
2024
Q3 		$2.99M Buy
75,300
+153
+0.2% +$5.84K 1.32% 28
2024
Q2 		$2.82M Buy
75,147
+883
+1% +$32.1K 1.34% 27
2024
Q1 		$2.66M Buy
74,264
+3,306
+5% +$114K 1.23% 30
2023
Q4 		$2.34M Buy
70,958
+7,289
+11% +$226K 1.14% 36
2023
Q3 		$1.91M Buy
63,669
+13,438
+27% +$418K 1.01% 39
2023
Q2 		$1.56M Buy
50,231
+6,755
+16% +$198K 0.8% 45
2023
Q1 		$1.25M Buy
43,476
+8,839
+26% +$250K 0.63% 56
2022
Q4 		$936K Buy
34,637
+25,132
+264% +$683K 0.49% 59
2022
Q3 		$239K Buy
+9,505
New +$265K 0.14% 80

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

Exeter Financial's DFAU Position: Q2 2026 in Review

Exeter Financial increased its Dimensional US Core Equity Market ETF (DFAU) stake by 16% in Q2 2026, buying an estimated $824K and bringing the position to 117,208 shares worth $6.06M. The position accounts for 2.32% of the portfolio, ranked #11.

Exeter Financial first reported a position in DFAU in Q3 2022 and has held it in 16 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Exeter Financial held 117,208 shares of Dimensional US Core Equity Market ETF worth $6.06M as of Q2 2026.
  • Exeter Financial bought 16,472 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $824K.
  • Dimensional US Core Equity Market ETF made up 2.32% of Exeter Financial's portfolio in Q2 2026, its #11 holding.
  • Exeter Financial first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.