Focus Partners Wealth
DFAU icon

Focus Partners Wealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Focus Partners Wealth’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 		$183M Buy
3,539,244
+26,220
+0.7% +$1.31M 0.19% 110
2026
Q1 		$159M Buy
3,513,024
+130,255
+4% +$6.12M 0.18% 127
2025
Q4 		$158M Buy
3,382,769
+1,054,560
+45% +$48.9M 0.18% 114
2025
Q3 		$107M Sell
2,328,209
-8,682
-0.4% -$383K 0.17% 115
2025
Q2 		$99M Buy
2,336,891
+322,888
+16% +$12.7M 0.21% 101
2025
Q1 		$77.4M Buy
2,014,003
+353,767
+21% +$14.4M 0.19% 116
2024
Q4 		$67.2M Sell
1,660,236
-12,778
-0.8% -$522K 0.17% 119
2024
Q3 		$66.4M Buy
+1,673,014
New +$63.9M 0.21% 102

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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Focus Partners Wealth's DFAU Position: Q2 2026 in Review

Focus Partners Wealth increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.75% in Q2 2026, buying an estimated $1.31M and bringing the position to 3,539,244 shares worth $183M. The position accounts for 0.19% of the portfolio, ranked #110.

Focus Partners Wealth first reported a position in DFAU in Q3 2024 and has held it in 8 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Focus Partners Wealth held 3,539,244 shares of Dimensional US Core Equity Market ETF worth $183M as of Q2 2026.
  • Focus Partners Wealth bought 26,220 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.31M.
  • Dimensional US Core Equity Market ETF made up 0.19% of Focus Partners Wealth's portfolio in Q2 2026, its #110 holding.
  • Focus Partners Wealth first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.