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Helen Stephens Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Helen Stephens Group’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 		$8.4M Sell
162,547
-494
-0.3% -$24.7K 1.43% 17
2026
Q1 		$7.36M Buy
163,041
+13,640
+9% +$641K 1.47% 17
2025
Q4 		$6.99M Sell
149,401
-889
-0.6% -$41.2K 1.47% 15
2025
Q3 		$6.88M Buy
150,290
+226
+0.2% +$9.96K 1.53% 16
2025
Q2 		$6.36M Buy
150,064
+34,057
+29% +$1.34M 1.58% 16
2025
Q1 		$4.46M Buy
116,007
+20,698
+22% +$840K 1.26% 17
2024
Q4 		$3.86M Sell
95,309
-13,347
-12% -$545K 1.14% 19
2024
Q3 		$4.31M Buy
108,656
+1,806
+2% +$69K 1.31% 18
2024
Q2 		$4.01M Sell
106,850
-4,912
-4% -$179K 1.39% 18
2024
Q1 		$4.08M Buy
111,762
+6,333
+6% +$219K 1.58% 17
2023
Q4 		$3.51M Sell
105,429
-1,172
-1% -$36.4K 1.57% 17
2023
Q3 		$3.19M Buy
106,601
+651
+0.6% +$20.3K 1.65% 15
2023
Q2 		$3.28M Buy
105,950
+14,407
+16% +$422K 1.66% 15
2023
Q1 		$2.63M Buy
91,543
+2,360
+3% +$66.7K 1.37% 19
2022
Q4 		$2.41M Sell
89,183
-32,152
-26% -$874K 1.44% 19
2022
Q3 		$3.05M Buy
+121,335
New +$3.38M 2.14% 16

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
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
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AC
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

Helen Stephens Group's DFAU Position: Q2 2026 in Review

Helen Stephens Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.3% in Q2 2026, selling an estimated $24.7K and leaving 162,547 shares worth $8.4M. The position accounts for 1.43% of the portfolio, ranked #17.

Helen Stephens Group first reported a position in DFAU in Q3 2022 and has held it in 16 quarters since. 307 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Helen Stephens Group held 162,547 shares of Dimensional US Core Equity Market ETF worth $8.4M as of Q2 2026.
  • Helen Stephens Group sold 494 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $24.7K.
  • Dimensional US Core Equity Market ETF made up 1.43% of Helen Stephens Group's portfolio in Q2 2026, its #17 holding.
  • Helen Stephens Group first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 307 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.