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

Fiduciary Financial Group’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	$4.98M	Sell	96,362 -3,007	-3%	-$150K	0.56%	36
2026 Q1	$4.48M	Sell	99,369 -987	-1%	-$46.4K	0.59%	32
2025 Q4	$4.7M	Buy	100,356 +1,125	+1%	+$52.1K	0.66%	30
2025 Q3	$4.54M	Sell	99,231 -1,455	-1%	-$64.1K	0.72%	27
2025 Q2	$4.27M	Buy	100,686 +3,542	+4%	+$139K	0.77%	28
2025 Q1	$3.49M	Buy	97,144 +67,950	+233%	+$2.76M	0.76%	29
2024 Q4	$1.17M	Buy	29,194 +361	+1%	+$14.7K	0.26%	57
2024 Q3	$1.14M	Sell	28,833 -13,433	-32%	-$513K	0.26%	56
2024 Q2	$1.65M	Buy	+42,266	New	+$1.54M	0.4%	44

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

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

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Fiduciary Financial Group's DFAU Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 3% in Q2 2026, selling an estimated $150K and leaving 96,362 shares worth $4.98M. The position accounts for 0.56% of the portfolio, ranked #36.

Fiduciary Financial Group first reported a position in DFAU in Q2 2024 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Fiduciary Financial Group held 96,362 shares of Dimensional US Core Equity Market ETF worth $4.98M as of Q2 2026.
Fiduciary Financial Group sold 3,007 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $150K.
Dimensional US Core Equity Market ETF made up 0.56% of Fiduciary Financial Group's portfolio in Q2 2026, its #36 holding.
Fiduciary Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
299 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.