IFP Advisors
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
Q3 		$12.8M Sell
244,342
-1,692
-0.7% -$88.9K 0.22% 98
2026
Q2 		$12.7M Buy
246,034
+29,386
+14% +$1.47M 0.23% 92
2026
Q1 		$9.8M Buy
216,648
+8,297
+4% +$390K 0.2% 109
2025
Q4 		$9.8M 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% 206
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

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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

IFP Advisors's DFAU Position: Q3 2026 in Review

IFP Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.69% in Q3 2026, selling an estimated $88.9K and leaving 244,342 shares worth $12.8M. The position accounts for 0.22% of the portfolio, ranked #98.

IFP Advisors first reported a position in DFAU in Q4 2020 and has held it in 24 quarters since. The position peaked at $19.7M in Q4 2024. 427 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • IFP Advisors held 244,342 shares of Dimensional US Core Equity Market ETF worth $12.8M as of Q3 2026.
  • IFP Advisors sold 1,692 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $88.9K.
  • Dimensional US Core Equity Market ETF made up 0.22% of IFP Advisors's portfolio in Q3 2026, its #98 holding.
  • IFP Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 24 quarters since.
  • IFP Advisors's Dimensional US Core Equity Market ETF position peaked at $19.7M in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.