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

Financial Plan Inc’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 		$1.64M Sell
31,772
-251
-0.8% -$12.6K 0.16% 39
2026
Q1 		$1.44M Hold
32,023
– – 0.15% 38
2025
Q4 		$1.5M Buy
+32,023
New +$1.48M 0.17% 39

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 Plan Inc's DFAU Position: Q2 2026 in Review

Financial Plan Inc reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.78% in Q2 2026, selling an estimated $12.6K and leaving 31,772 shares worth $1.64M. The position accounts for 0.16% of the portfolio, ranked #39.

Financial Plan Inc first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Financial Plan Inc held 31,772 shares of Dimensional US Core Equity Market ETF worth $1.64M as of Q2 2026.
  • Financial Plan Inc sold 251 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $12.6K.
  • Dimensional US Core Equity Market ETF made up 0.16% of Financial Plan Inc's portfolio in Q2 2026, its #39 holding.
  • Financial Plan Inc first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 602 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.