Intrepid Financial Planning Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Intrepid Financial Planning Group’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	$1.23M	Sell	23,827 -984	-4%	-$49.2K	0.42%	52
2026 Q1	$1.12M	Sell	24,811 -822	-3%	-$38.7K	0.45%	53
2025 Q4	$1.2M	Sell	25,633 -105	-0.4%	-$4.87K	0.46%	51
2025 Q3	$1.18M	Sell	25,738 -890	-3%	-$39.2K	0.45%	52
2025 Q2	$1.13M	Hold	26,628	–	–	0.47%	51
2025 Q1	$1.02M	Sell	26,628 -2,007	-7%	-$81.4K	0.47%	45
2024 Q4	$1.16M	Sell	28,635 -888	-3%	-$36.3K	0.49%	45
2024 Q3	$1.17M	Sell	29,523 -114	-0.4%	-$4.35K	0.5%	46
2024 Q2	$1.11M	Hold	29,637	–	–	0.48%	44
2024 Q1	$1.08M	Sell	29,637 -441	-1%	-$15.3K	0.47%	47
2023 Q4	$1M	Sell	30,078 -436	-1%	-$13.5K	0.48%	42
2023 Q3	$914K	Sell	30,514 -82	-0.3%	-$2.55K	0.47%	42
2023 Q2	$948K	Sell	30,596 -23	-0.1%	-$674	0.46%	44
2023 Q1	$881K	Sell	30,619 -1,230	-4%	-$34.8K	0.44%	45
2022 Q4	$861K	Sell	31,849 -5,545	-15%	-$151K	0.47%	45
2022 Q3	$940K	Sell	37,394 -1,810	-5%	-$50.4K	0.53%	40
2022 Q2	$1.04M	Buy	+39,204	New	+$1.13M	0.57%	39

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

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 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

Intrepid Financial Planning Group's DFAU Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 4% in Q2 2026, selling an estimated $49.2K and leaving 23,827 shares worth $1.23M. The position accounts for 0.42% of the portfolio, ranked #52.

Intrepid Financial Planning Group first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Intrepid Financial Planning Group held 23,827 shares of Dimensional US Core Equity Market ETF worth $1.23M as of Q2 2026.
Intrepid Financial Planning Group sold 984 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $49.2K.
Dimensional US Core Equity Market ETF made up 0.42% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #52 holding.
Intrepid Financial Planning Group first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.