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

Financial Symmetry’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 		$1.71M Sell
33,065
-1,472
-4% -$73.7K 0.57% 20
2026
Q1 		$1.71M Sell
34,537
-93
-0.3% -$4.37K 0.61% 20
2025
Q4 		$1.62M Buy
34,630
+3,062
+10% +$142K 0.66% 20
2025
Q3 		$1.44M Buy
31,568
+1,978
+7% +$87.1K 0.65% 19
2025
Q2 		$1.25M Buy
29,590
+1,508
+5% +$59.1K 0.65% 19
2025
Q1 		$1.08M Buy
28,082
+4,164
+17% +$169K 0.66% 19
2024
Q4 		$968K Buy
23,918
+5
+0% +$204 0.66% 19
2024
Q3 		$949K Buy
23,913
+4,051
+20% +$155K 0.66% 18
2024
Q2 		$745K Sell
19,862
-1,120
-5% -$40.7K 0.58% 20
2024
Q1 		$767K Buy
20,982
+4,839
+30% +$168K 0.67% 16
2023
Q4 		$537K Buy
+16,143
New +$501K 0.53% 19

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
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
KA
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
AC
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
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

Financial Symmetry's DFAU Position: Q2 2026 in Review

Financial Symmetry reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 4.3% in Q2 2026, selling an estimated $73.7K and leaving 33,065 shares worth $1.71M. The position accounts for 0.57% of the portfolio, ranked #20.

Financial Symmetry first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q1 2026. 292 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Financial Symmetry held 33,065 shares of Dimensional US Core Equity Market ETF worth $1.71M as of Q2 2026.
  • Financial Symmetry sold 1,472 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $73.7K.
  • Dimensional US Core Equity Market ETF made up 0.57% of Financial Symmetry's portfolio in Q2 2026, its #20 holding.
  • Financial Symmetry first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Financial Symmetry's Dimensional US Core Equity Market ETF position peaked at $1.71M in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.