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

Financial Alternatives’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 		$3.55M Sell
68,638
-82
-0.1% -$4.1K 1.75% 12
2026
Q1 		$3.1M Sell
68,720
-65
-0.1% -$3.06K 1.67% 12
2025
Q4 		$3.22M Sell
68,785
-1,902
-3% -$88.2K 1.87% 12
2025
Q3 		$3.23M Hold
70,687
– – 1.96% 13
2025
Q2 		$2.99M Buy
70,687
+20,865
+42% +$818K 1.95% 13
2025
Q1 		$1.92M Sell
49,822
-1,712
-3% -$69.5K 1.37% 16
2024
Q4 		$2.09M Hold
51,534
– – 1.47% 18
2024
Q3 		$2.05M Sell
51,534
-1,433
-3% -$54.7K 1.44% 18
2024
Q2 		$1.99M Sell
52,967
-2,142
-4% -$77.8K 1.49% 18
2024
Q1 		$2.01M Sell
55,109
-845
-2% -$29.3K 1.56% 16
2023
Q4 		$1.86M Sell
55,954
-421
-0.7% -$13.1K 1.57% 17
2023
Q3 		$1.69M Sell
56,375
-1,465
-3% -$45.6K 1.56% 17
2023
Q2 		$1.79M Hold
57,840
– – 1.62% 17
2023
Q1 		$1.66M Sell
57,840
-2,001
-3% -$56.6K 1.59% 16
2022
Q4 		$1.62M Buy
+59,841
New +$1.63M 1.61% 16

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

Financial Alternatives's DFAU Position: Q2 2026 in Review

Financial Alternatives reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.12% in Q2 2026, selling an estimated $4.1K and leaving 68,638 shares worth $3.55M. The position accounts for 1.75% of the portfolio, ranked #12.

Financial Alternatives first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 599 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Financial Alternatives held 68,638 shares of Dimensional US Core Equity Market ETF worth $3.55M as of Q2 2026.
  • Financial Alternatives sold 82 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $4.1K.
  • Dimensional US Core Equity Market ETF made up 1.75% of Financial Alternatives's portfolio in Q2 2026, its #12 holding.
  • Financial Alternatives first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 599 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.