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

HTG Investment 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 		$11.8M Buy
228,534
+962
+0.4% +$48.1K 3.03% 14
2026
Q1 		$10.3M Buy
227,572
+28,160
+14% +$1.32M 2.92% 13
2025
Q4 		$9.33M Buy
199,412
+24,321
+14% +$1.13M 2.87% 13
2025
Q3 		$8.01M Sell
175,091
-999
-0.6% -$44K 2.7% 12
2025
Q2 		$7.46M Buy
176,090
+31,264
+22% +$1.23M 2.77% 12
2025
Q1 		$5.57M Buy
144,826
+461
+0.3% +$18.7K 2.32% 13
2024
Q4 		$5.85M Buy
144,365
+254
+0.2% +$10.4K 2.67% 12
2024
Q3 		$5.72M Buy
144,111
+5,749
+4% +$220K 2.7% 11
2024
Q2 		$5.19M Sell
138,362
-1,893
-1% -$68.8K 2.8% 12
2024
Q1 		$5.12M Buy
140,255
+33,533
+31% +$1.16M 2.97% 11
2023
Q4 		$3.55M Buy
106,722
+4,468
+4% +$139K 2.32% 12
2023
Q3 		$3.06M Buy
102,254
+1,657
+2% +$51.6K 2.45% 12
2023
Q2 		$3.12M Buy
100,597
+5,881
+6% +$172K 2.57% 10
2023
Q1 		$2.72M Buy
94,716
+3,910
+4% +$111K 2.48% 11
2022
Q4 		$2.45M Buy
+90,806
New +$2.47M 2.48% 11

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

HTG Investment Advisors's DFAU Position: Q2 2026 in Review

HTG Investment Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.42% in Q2 2026, buying an estimated $48.1K and bringing the position to 228,534 shares worth $11.8M. The position accounts for 3.03% of the portfolio, ranked #14.

HTG Investment Advisors first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • HTG Investment Advisors held 228,534 shares of Dimensional US Core Equity Market ETF worth $11.8M as of Q2 2026.
  • HTG Investment Advisors bought 962 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $48.1K.
  • Dimensional US Core Equity Market ETF made up 3.03% of HTG Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • HTG Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.