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DFAU icon

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

IFP 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 		$12.7M Buy
246,034
+29,386
+14% +$1.47M 0.23% 92
2026
Q1 		$9.78M Buy
216,648
+8,297
+4% +$390K 0.2% 109
2025
Q4 		$9.75M Buy
208,351
+4,151
+2% +$192K 0.22% 93
2025
Q3 		$9.34M Buy
204,200
+99,560
+95% +$4.39M 0.24% 84
2025
Q2 		$4.43M Sell
104,640
-394,056
-79% -$15.4M 0.13% 181
2025
Q1 		$19.2M Buy
498,696
+11,503
+2% +$467K 0.59% 28
2024
Q4 		$19.7M Buy
487,193
+4,884
+1% +$200K 0.65% 25
2024
Q3 		$19.1M Buy
482,309
+31,721
+7% +$1.21M 0.69% 26
2024
Q2 		$16.9M Buy
450,588
+54,952
+14% +$2M 0.67% 28
2024
Q1 		$14.5M Buy
395,636
+47,032
+13% +$1.63M 0.63% 30
2023
Q4 		$11.6M Buy
348,604
+96,562
+38% +$3M 0.55% 32
2023
Q3 		$7.55M Sell
252,042
-17,438
-6% -$543K 0.34% 63
2023
Q2 		$8.35M Buy
269,480
+16,811
+7% +$493K 0.35% 57
2023
Q1 		$6.25M Buy
252,669
+12,453
+5% +$352K 0.27% 74
2022
Q4 		$5.96M Buy
240,216
+29,603
+14% +$805K 0.16% 117
2022
Q3 		$5.23M Buy
210,613
+67,962
+48% +$1.89M 0.14% 156
2022
Q2 		$3.54M Hold
142,651
– – 0.11% 205
2022
Q1 		$3.54M Buy
142,651
+78,234
+121% +$2.43M 0.11% 205
2021
Q4 		$2.14M Buy
64,417
+28,584
+80% +$917K 0.04% 252
2021
Q3 		$1.09M Buy
35,833
+9,109
+34% +$281K 0.02% 384
2021
Q2 		$805K Buy
26,724
+5,765
+28% +$170K 0.02% 420
2021
Q1 		$591K Buy
20,959
+19,855
+1,798% +$544K 0.01% 470
2020
Q4 		$29K Buy
+1,104
New +$28.3K ﹤0.01% 1653

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

IFP Advisors's DFAU Position: Q2 2026 in Review

IFP Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 14% in Q2 2026, buying an estimated $1.47M and bringing the position to 246,034 shares worth $12.7M. The position accounts for 0.23% of the portfolio, ranked #92.

IFP Advisors first reported a position in DFAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.7M in Q4 2024. 194 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • IFP Advisors held 246,034 shares of Dimensional US Core Equity Market ETF worth $12.7M as of Q2 2026.
  • IFP Advisors bought 29,386 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.47M.
  • Dimensional US Core Equity Market ETF made up 0.23% of IFP Advisors's portfolio in Q2 2026, its #92 holding.
  • IFP Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 23 quarters since.
  • IFP Advisors's Dimensional US Core Equity Market ETF position peaked at $19.7M in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.