HA
DFAU icon

Heffernan Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Heffernan Advisory’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 		$226K Buy
+4,375
New +$219K 0.19% 39
2026
Q1 		– Sell
-4,354
Closed -$204K – 26
2025
Q4 		$204K Buy
+4,354
New +$202K 0.2% 25

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

Heffernan Advisory's DFAU Position: Q2 2026 in Review

Heffernan Advisory opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 4,375 shares worth $226K. The stake represents 0.19% of the portfolio and ranks #39 among its holdings. This is a return to the name: Heffernan Advisory previously reported a position in DFAU as recently as Q4 2025.

Heffernan Advisory first reported a position in DFAU in Q4 2025 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Heffernan Advisory held 4,375 shares of Dimensional US Core Equity Market ETF worth $226K as of Q2 2026.
  • Dimensional US Core Equity Market ETF was a new Heffernan Advisory position in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.19% of Heffernan Advisory's portfolio in Q2 2026, its #39 holding.
  • Heffernan Advisory first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.