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

Herold 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	$2.8M	Buy	54,267 +1,094	+2%	+$54.8K	0.55%	48
2026 Q1	$2.4M	Buy	53,173 +998	+2%	+$46.9K	0.53%	56
2025 Q4	$2.44M	Buy	52,175 +6,175	+13%	+$286K	0.55%	52
2025 Q3	$2.1M	Buy	46,000 +321	+0.7%	+$14.1K	0.49%	59
2025 Q2	$1.93M	Buy	45,679 +3,611	+9%	+$142K	0.41%	71
2025 Q1	$1.62M	Buy	42,068 +5,242	+14%	+$213K	0.36%	83
2024 Q4	$1.49M	Buy	36,826 +3,067	+9%	+$125K	0.32%	83
2024 Q3	$1.34M	Buy	33,759 +286	+0.9%	+$10.9K	0.29%	96
2024 Q2	$1.25M	Buy	+33,473	New	+$1.22M	0.29%	101

Other funds holding DFAU

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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 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

Herold Advisors's DFAU Position: Q2 2026 in Review

Herold Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.1% in Q2 2026, buying an estimated $54.8K and bringing the position to 54,267 shares worth $2.8M. The position accounts for 0.55% of the portfolio, ranked #48.

Herold Advisors first reported a position in DFAU in Q2 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Herold Advisors held 54,267 shares of Dimensional US Core Equity Market ETF worth $2.8M as of Q2 2026.
Herold Advisors bought 1,094 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $54.8K.
Dimensional US Core Equity Market ETF made up 0.55% of Herold Advisors's portfolio in Q2 2026, its #48 holding.
Herold Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.