Family Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Family Management’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	$200K	Buy	+3,870	New	+$194K	0.02%	276

Other funds holding DFAU

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

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

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

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

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Family Management's DFAU Position: Q2 2026 in Review

Family Management opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 3,870 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #276 among its holdings.

600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Family Management held 3,870 shares of Dimensional US Core Equity Market ETF worth $200K as of Q2 2026.
Dimensional US Core Equity Market ETF was a new Family Management position in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.02% of Family Management's portfolio in Q2 2026, its #276 holding.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.