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FCG Investment Company’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

FCG Investment Company’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
2025
Q3 		$503K Hold
10,992
– – 0.24% 71
2025
Q2 		$466K Buy
+10,992
New +$431K 0.24% 75

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 $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

FCG Investment Company's DFAU Position: Q3 2025 in Review

FCG Investment Company held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q3 2025 at 10,992 shares worth $503K. The position accounts for 0.24% of the portfolio, ranked #71.

FCG Investment Company first reported a position in DFAU in Q2 2025 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold DFAU as of Q3 2025.

  • FCG Investment Company held 10,992 shares of Dimensional US Core Equity Market ETF worth $503K as of Q3 2025.
  • FCG Investment Company left its Dimensional US Core Equity Market ETF share count unchanged in Q3 2025.
  • Dimensional US Core Equity Market ETF made up 0.24% of FCG Investment Company's portfolio in Q3 2025, its #71 holding.
  • FCG Investment Company first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2025.

Based on FCG Investment Company's 13F filing for Q3 2025, filed 8 Oct 2025.