IFG Advisory
DFAU icon

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

IFG 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
Q3 		– Sell
-3,773
Closed -$195K – 2344
2026
Q2 		$195K Sell
3,773
-23
-0.6% -$1.15K 0.01% 876
2026
Q1 		$171K Buy
+3,796
New +$178K 0.49% 41

Other funds holding DFAU

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

IFG Advisory's DFAU Position: Q3 2026 in Review

IFG Advisory sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2026, closing a stake of 3,773 shares — an estimated $195K sold.

IFG Advisory first reported a position in DFAU in Q1 2026 and held it in 2 quarters. The position peaked at $195K in Q2 2026. 522 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • IFG Advisory reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2026 after selling out during the quarter.
  • IFG Advisory sold 3,773 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $195K.
  • IFG Advisory first reported a position in Dimensional US Core Equity Market ETF in Q1 2026 and held it in 2 quarters.
  • IFG Advisory's Dimensional US Core Equity Market ETF position peaked at $195K in Q2 2026.
  • 522 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.