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

Forum Financial Management’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 		$2.14M Sell
41,354
-27
-0.1% -$1.35K 0.03% 87
2026
Q1 		$1.87M Buy
41,381
+1
+0% +$47 0.03% 85
2025
Q4 		$1.94M Buy
41,380
+4,953
+14% +$230K 0.03% 147
2025
Q3 		$1.67M Buy
36,427
+25
+0.1% +$1.1K 0.02% 155
2025
Q2 		$1.54M Sell
36,402
-7
-0% -$274 0.02% 156
2025
Q1 		$1.4M Buy
36,409
+110
+0.3% +$4.46K 0.02% 166
2024
Q4 		$1.47M Sell
36,299
-142
-0.4% -$5.8K 0.02% 159
2024
Q3 		$1.45M Buy
36,441
+1
+0% +$38 0.02% 142
2024
Q2 		$1.37M Buy
36,440
+6
+0% +$218 0.02% 139
2024
Q1 		$1.33M Hold
36,434
– – 0.02% 158
2023
Q4 		$1.21M Sell
36,434
-6
-0% -$186 0.02% 143
2023
Q3 		$1.09M Sell
36,440
-119
-0.3% -$3.71K 0.02% 146
2023
Q2 		$1.13M Buy
+36,559
New +$1.07M 0.03% 146

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

Forum Financial Management's DFAU Position: Q2 2026 in Review

Forum Financial Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.07% in Q2 2026, selling an estimated $1.35K and leaving 41,354 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #87.

Forum Financial Management first reported a position in DFAU in Q2 2023 and has held it in 13 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Forum Financial Management held 41,354 shares of Dimensional US Core Equity Market ETF worth $2.14M as of Q2 2026.
  • Forum Financial Management sold 27 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.35K.
  • Dimensional US Core Equity Market ETF made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #87 holding.
  • Forum Financial Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.