FFO
DFAU icon

Fortitude Family Office’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Fortitude Family Office’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
Q3 		$18.1K Hold
346
– – ﹤0.01% 898
2026
Q2 		$17.9K Hold
346
– – ﹤0.01% 562
2026
Q1 		$15.6K Buy
346
+126
+57% +$5.92K ﹤0.01% 493
2025
Q4 		$10.3K Hold
220
– – ﹤0.01% 568
2025
Q3 		$10.1K Buy
220
+18
+9% +$793 ﹤0.01% 567
2025
Q2 		$8.54K Sell
202
-215
-52% -$8.43K ﹤0.01% 608
2025
Q1 		$16K Buy
417
+1
+0.2% +$41 0.01% 436
2024
Q4 		$16.9K Buy
416
+1
+0.2% +$41 0.01% 495
2024
Q3 		$16.5K Buy
415
+1
+0.2% +$38 0.01% 459
2024
Q2 		$15.5K Buy
414
+214
+107% +$7.78K 0.01% 342
2024
Q1 		$7.32K Buy
+200
New +$6.93K ﹤0.01% 472

Other funds holding DFAU

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Fortitude Family Office's DFAU Position: Q3 2026 in Review

Fortitude Family Office held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q3 2026 at 346 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Fortitude Family Office first reported a position in DFAU in Q1 2024 and has held it in 11 quarters since. 102 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Fortitude Family Office held 346 shares of Dimensional US Core Equity Market ETF worth $18.1K as of Q3 2026.
  • Fortitude Family Office left its Dimensional US Core Equity Market ETF share count unchanged in Q3 2026.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #898 holding.
  • Fortitude Family Office first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and has held it in 11 quarters since.
  • 102 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.