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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Gradient Capital Advisors's DFAU Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 6.9% in Q2 2026, selling an estimated $17.4K and leaving 4,676 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #158.

Gradient Capital Advisors first reported a position in DFAU in Q4 2022 and has held it in 8 quarters since. The position peaked at $284K in Q2 2023. 146 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Gradient Capital Advisors held 4,676 shares of Dimensional US Core Equity Market ETF worth $242K as of Q2 2026.
Gradient Capital Advisors sold 347 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $17.4K.
Dimensional US Core Equity Market ETF made up 0.06% of Gradient Capital Advisors's portfolio in Q2 2026, its #158 holding.
Gradient Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 8 quarters since.
Gradient Capital Advisors's Dimensional US Core Equity Market ETF position peaked at $284K in Q2 2023.
146 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.