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

Freedom 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 		$553K Buy
10,697
+19
+0.2% +$951 0.18% 61
2026
Q1 		$482K Buy
10,678
+19
+0.2% +$893 0.17% 60
2025
Q4 		$499K Sell
10,659
-1,289
-11% -$59.7K 0.18% 58
2025
Q3 		$547K Buy
11,948
+25
+0.2% +$1.1K 0.21% 54
2025
Q2 		$505K Buy
11,923
+16
+0.1% +$627 0.21% 53
2025
Q1 		$458K Buy
11,907
+15
+0.1% +$608 0.21% 54
2024
Q4 		$482K Buy
+11,892
New +$486K 0.23% 52

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

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

Freedom Financial Partners increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.18% in Q2 2026, buying an estimated $951 and bringing the position to 10,697 shares worth $553K. The position accounts for 0.18% of the portfolio, ranked #61.

Freedom Financial Partners first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Freedom Financial Partners held 10,697 shares of Dimensional US Core Equity Market ETF worth $553K as of Q2 2026.
  • Freedom Financial Partners bought 19 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $951.
  • Dimensional US Core Equity Market ETF made up 0.18% of Freedom Financial Partners's portfolio in Q2 2026, its #61 holding.
  • Freedom Financial Partners first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.