HFA
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Highland Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Highland Financial 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 		$41.1M Sell
794,482
-15,771
-2% -$789K 9.03% 4
2026
Q1 		$36.6M Buy
810,253
+65,925
+9% +$3.1M 9.65% 4
2025
Q4 		$34.8M Buy
744,328
+16,349
+2% +$758K 9.66% 3
2025
Q3 		$33.3M Buy
727,979
+33,684
+5% +$1.48M 9.55% 4
2025
Q2 		$29.4M Buy
694,295
+15,643
+2% +$613K 9.44% 4
2025
Q1 		$26.1M Buy
678,652
+42,375
+7% +$1.72M 9.33% 3
2024
Q4 		$25.8M Buy
636,277
+11,531
+2% +$471K 8.92% 4
2024
Q3 		$24.8M Buy
624,746
+18,051
+3% +$689K 8.81% 4
2024
Q2 		$22.7M Buy
606,695
+76,038
+14% +$2.76M 8.46% 3
2024
Q1 		$19.4M Sell
530,657
-6,935
-1% -$240K 7.76% 5
2023
Q4 		$17.9M Buy
537,592
+14,643
+3% +$455K 7.77% 5
2023
Q3 		$15.7M Sell
522,949
-724
-0.1% -$22.5K 8.11% 5
2023
Q2 		$16.2M Sell
523,673
-840
-0.2% -$24.6K 8.36% 3
2023
Q1 		$15.1M Buy
524,513
+11,342
+2% +$321K 8.19% 3
2022
Q4 		$13.9M Buy
513,171
+89,157
+21% +$2.42M 8.16% 4
2022
Q3 		$10.7M Buy
424,014
+59,215
+16% +$1.65M 7.4% 5
2022
Q2 		$9.64M Buy
+364,799
New +$10.5M 6.61% 5

Other funds holding DFAU

Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Allworth Financial
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
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Highland Financial Advisors's DFAU Position: Q2 2026 in Review

Highland Financial Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.9% in Q2 2026, selling an estimated $789K and leaving 794,482 shares worth $41.1M. The position accounts for 9.03% of the portfolio, ranked #4.

Highland Financial Advisors first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Highland Financial Advisors held 794,482 shares of Dimensional US Core Equity Market ETF worth $41.1M as of Q2 2026.
  • Highland Financial Advisors sold 15,771 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $789K.
  • Dimensional US Core Equity Market ETF made up 9.03% of Highland Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Highland Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.