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Golden State Equity Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Golden State Equity 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 		– Sell
-9,655
Closed -$436K – 664
2026
Q1 		$436K Buy
9,655
+598
+7% +$28.1K 0.03% 487
2025
Q4 		$424K Buy
9,057
+329
+4% +$15.2K 0.07% 317
2025
Q3 		$399K Buy
8,728
+86
+1% +$3.79K 0.07% 304
2025
Q2 		$366K Buy
8,642
+97
+1% +$3.8K 0.07% 302
2025
Q1 		$328K Buy
8,545
+477
+6% +$19.4K 0.07% 318
2024
Q4 		$327K Buy
8,068
+749
+10% +$30.6K 0.06% 322
2024
Q3 		$290K Buy
7,319
+1,279
+21% +$48.9K 0.05% 347
2024
Q2 		$226K Buy
+6,040
New +$219K 0.05% 368
2023
Q4 		$217K Buy
+6,531
New +$203K 0.05% 332

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

Golden State Equity Partners's DFAU Position: Q2 2026 in Review

Golden State Equity Partners sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 9,655 shares — an estimated $436K sold.

Golden State Equity Partners first reported a position in DFAU in Q4 2023 and held it in 9 quarters. The position peaked at $436K in Q1 2026. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Golden State Equity Partners reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 9,655 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $436K.
  • Golden State Equity Partners first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and held it in 9 quarters.
  • Golden State Equity Partners's Dimensional US Core Equity Market ETF position peaked at $436K in Q1 2026.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.