Gradient Capital Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Gradient Capital Advisors’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 Q3	$245K	Hold	4,676	–	–	0.06%	162
2026 Q2	$242K	Sell	4,676 -347	-7%	-$17.4K	0.06%	158
2026 Q1	$227K	Buy	5,023 +402	+9%	+$18.9K	0.06%	164
2025 Q4	$216K	Buy	+4,621	New	+$214K	0.06%	168
2024 Q1	–	Sell	-7,199	Closed	-$239K	–	141
2023 Q4	$239K	Hold	7,199	–	–	0.09%	129
2023 Q3	$216K	Sell	7,199 -1,954	-21%	-$60.8K	0.09%	132
2023 Q2	$284K	Sell	9,153 -18	-0.2%	-$528	0.11%	120
2023 Q1	$264K	Buy	9,171 +102	+1%	+$2.88K	0.11%	123
2022 Q4	$245K	Buy	+9,069	New	+$247K	0.11%	126

Other funds holding DFAU

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gradient Capital Advisors's DFAU Position: Q3 2026 in Review

Gradient Capital Advisors held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q3 2026 at 4,676 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #162.

Gradient Capital Advisors first reported a position in DFAU in Q4 2022 and has held it in 9 quarters since. The position peaked at $284K in Q2 2023. 251 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Gradient Capital Advisors held 4,676 shares of Dimensional US Core Equity Market ETF worth $245K as of Q3 2026.
Gradient Capital Advisors left its Dimensional US Core Equity Market ETF share count unchanged in Q3 2026.
Dimensional US Core Equity Market ETF made up 0.06% of Gradient Capital Advisors's portfolio in Q3 2026, its #162 holding.
Gradient Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 9 quarters since.
Gradient Capital Advisors's Dimensional US Core Equity Market ETF position peaked at $284K in Q2 2023.
251 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.