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

Family Office Research’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	$279K	Buy	5,389 +3	+0.1%	+$150	0.1%	66
2026 Q1	$243K	Buy	5,386 +4	+0.1%	+$188	0.11%	69
2025 Q4	$254K	Sell	5,382 -33	-0.6%	-$1.53K	0.1%	71
2025 Q3	$248K	Buy	5,415 +3	+0.1%	+$132	0.11%	68
2025 Q2	$229K	Sell	5,412 -49	-0.9%	-$1.92K	0.11%	66
2025 Q1	$210K	Sell	5,461 -10,891	-67%	-$442K	0.1%	68
2024 Q4	$662K	Buy	+16,352	New	+$668K	0.29%	33

Other funds holding DFAU

SFA

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

OIA

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

AAS

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

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

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

Family Office Research's DFAU Position: Q2 2026 in Review

Family Office Research increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.06% in Q2 2026, buying an estimated $150 and bringing the position to 5,389 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #66.

Family Office Research first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $662K in Q4 2024. 602 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Family Office Research held 5,389 shares of Dimensional US Core Equity Market ETF worth $279K as of Q2 2026.
Family Office Research bought 3 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $150.
Dimensional US Core Equity Market ETF made up 0.1% of Family Office Research's portfolio in Q2 2026, its #66 holding.
Family Office Research first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
Family Office Research's Dimensional US Core Equity Market ETF position peaked at $662K in Q4 2024.
602 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.