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

FourThought Financial Partners’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 		$318K Buy
6,156
+66
+1% +$3.3K 0.02% 272
2026
Q1 		$275K Buy
6,090
+1,345
+28% +$63.2K 0.02% 283
2025
Q4 		$222K Buy
4,745
+2
+0% +$93 0.02% 422
2025
Q3 		$217K Sell
4,743
-696
-13% -$30.7K 0.02% 454
2025
Q2 		$230K Buy
5,439
+3
+0.1% +$118 0.02% 270
2025
Q1 		$209K Buy
+5,436
New +$221K 0.02% 302

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 $1.56B AUM 16.49% 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

FourThought Financial Partners's DFAU Position: Q2 2026 in Review

FourThought Financial Partners increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.1% in Q2 2026, buying an estimated $3.3K and bringing the position to 6,156 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #272.

FourThought Financial Partners first reported a position in DFAU in Q1 2025 and has held it in 6 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • FourThought Financial Partners held 6,156 shares of Dimensional US Core Equity Market ETF worth $318K as of Q2 2026.
  • FourThought Financial Partners bought 66 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $3.3K.
  • Dimensional US Core Equity Market ETF made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #272 holding.
  • FourThought Financial Partners first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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