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Fiduciary Alliance’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Fiduciary Alliance’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 		$204K Buy
+3,956
New +$198K 0.01% 520
2023
Q3 		– Sell
-1,572
Closed -$48.7K – 348
2023
Q2 		$48.7K Buy
+1,572
New +$46.1K 0.01% 321

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

Fiduciary Alliance's DFAU Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 3,956 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in DFAU as recently as Q2 2023.

Fiduciary Alliance first reported a position in DFAU in Q2 2023 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Fiduciary Alliance held 3,956 shares of Dimensional US Core Equity Market ETF worth $204K as of Q2 2026.
  • Dimensional US Core Equity Market ETF was a new Fiduciary Alliance position in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.01% of Fiduciary Alliance's portfolio in Q2 2026, its #520 holding.
  • Fiduciary Alliance first reported a position in Dimensional US Core Equity Market ETF in Q2 2023 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.