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

Investmark Advisory 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 		$3.77M Buy
72,950
+1,587
+2% +$79.4K 1.43% 21
2026
Q1 		$3.22M Buy
71,363
+789
+1% +$37.1K 1.38% 22
2025
Q4 		$3.3M Sell
70,574
-143
-0.2% -$6.63K 1.41% 20
2025
Q3 		$3.24M Sell
70,717
-2,005
-3% -$88.3K 1.4% 19
2025
Q2 		$3.08M Sell
72,722
-98
-0.1% -$3.84K 1.44% 19
2025
Q1 		$2.8M Buy
72,820
+355
+0.5% +$14.4K 1.38% 21
2024
Q4 		$2.93M Sell
72,465
-5,695
-7% -$233K 1.44% 22
2024
Q3 		$3.1M Buy
78,160
+884
+1% +$33.8K 1.51% 19
2024
Q2 		$2.9M Buy
77,276
+990
+1% +$36K 1.55% 19
2024
Q1 		$2.79M Sell
76,286
-9,175
-11% -$318K 1.53% 18
2023
Q4 		$2.84M Buy
85,461
+1,986
+2% +$61.6K 1.67% 18
2023
Q3 		$2.5M Buy
83,475
+7,559
+10% +$235K 1.69% 16
2023
Q2 		$2.35M Buy
75,916
+11,780
+18% +$345K 1.57% 20
2023
Q1 		$1.85M Buy
64,136
+14,773
+30% +$418K 1.36% 24
2022
Q4 		$1.33M Buy
+49,363
New +$1.34M 0.99% 28

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

Investmark Advisory Group's DFAU Position: Q2 2026 in Review

Investmark Advisory Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.2% in Q2 2026, buying an estimated $79.4K and bringing the position to 72,950 shares worth $3.77M. The position accounts for 1.43% of the portfolio, ranked #21.

Investmark Advisory Group 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.

  • Investmark Advisory Group held 72,950 shares of Dimensional US Core Equity Market ETF worth $3.77M as of Q2 2026.
  • Investmark Advisory Group bought 1,587 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $79.4K.
  • Dimensional US Core Equity Market ETF made up 1.43% of Investmark Advisory Group's portfolio in Q2 2026, its #21 holding.
  • Investmark Advisory Group 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 Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.