Forum Private Client Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Forum Private Client Group’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	$1.98M	Buy	38,273 +2,446	+7%	+$122K	0.59%	25
2026 Q1	$1.62M	Buy	35,827 +4,160	+13%	+$196K	0.54%	27
2025 Q4	$1.48M	Buy	31,667 +693	+2%	+$32.1K	0.51%	29
2025 Q3	$1.42M	Sell	30,974 -320	-1%	-$14.1K	0.51%	28
2025 Q2	$1.33M	Sell	31,294 -1,306	-4%	-$51.2K	0.51%	27
2025 Q1	$1.25M	Buy	32,600 +2,381	+8%	+$96.6K	0.54%	28
2024 Q4	$1.22M	Sell	30,219 -5,766	-16%	-$236K	0.54%	28
2024 Q3	$1.43M	Sell	35,985 -2,643	-7%	-$101K	0.63%	27
2024 Q2	$1.45M	Sell	38,628 -7,477	-16%	-$272K	0.69%	26
2024 Q1	$1.68M	Sell	46,105 -4,527	-9%	-$157K	0.81%	25
2023 Q4	$1.68M	Buy	+50,632	New	+$1.57M	0.88%	24
2023 Q3	–	Sell	-59,745	Closed	-$1.85M	–	15
2023 Q2	$1.85M	Buy	59,745 +2,008	+3%	+$58.9K	1.06%	25
2023 Q1	$1.66M	Sell	57,737 -314	-0.5%	-$8.88K	1.05%	27
2022 Q4	$1.57M	Buy	58,051 +2,856	+5%	+$77.6K	1.08%	26
2022 Q3	$1.39M	Buy	55,195 +108	+0.2%	+$3.01K	1.04%	26
2022 Q2	$1.46M	Buy	55,087 +6,089	+12%	+$175K	1.06%	26
2022 Q1	$1.54M	Buy	+48,998	New	+$1.52M	1.2%	22

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

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 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 Private Client Group's DFAU Position: Q2 2026 in Review

Forum Private Client Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 6.8% in Q2 2026, buying an estimated $122K and bringing the position to 38,273 shares worth $1.98M. The position accounts for 0.59% of the portfolio, ranked #25.

Forum Private Client Group first reported a position in DFAU in Q1 2022 and has held it in 17 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Forum Private Client Group held 38,273 shares of Dimensional US Core Equity Market ETF worth $1.98M as of Q2 2026.
Forum Private Client Group bought 2,446 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $122K.
Dimensional US Core Equity Market ETF made up 0.59% of Forum Private Client Group's portfolio in Q2 2026, its #25 holding.
Forum Private Client Group first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 17 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.