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

Investment 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 		$1.06M Sell
20,504
-1,308
-6% -$65.5K 0.23% 80
2026
Q1 		$984K Sell
21,812
-399
-2% -$18.8K 0.25% 79
2025
Q4 		$1.04M Sell
22,211
-210
-0.9% -$9.73K 0.27% 73
2025
Q3 		$1.03M Buy
22,421
+5
+0% +$220 0.28% 72
2025
Q2 		$950K Buy
22,416
+151
+0.7% +$5.92K 0.29% 69
2025
Q1 		$856K Buy
22,265
+414
+2% +$16.8K 0.29% 73
2024
Q4 		$885K Buy
21,851
+298
+1% +$12.2K 0.3% 67
2024
Q3 		$855K Sell
21,553
-238
-1% -$9.09K 0.3% 68
2024
Q2 		$817K Buy
21,791
+7,372
+51% +$268K 0.32% 64
2024
Q1 		$527K Buy
14,419
+2,573
+22% +$89.1K 0.22% 82
2023
Q4 		$394K Buy
11,846
+4,662
+65% +$145K 0.18% 91
2023
Q3 		$215K Buy
7,184
+5
+0.1% +$156 0.11% 130
2023
Q2 		$222K Buy
+7,179
New +$211K 0.11% 126

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

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

Investment Advisory Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 6% in Q2 2026, selling an estimated $65.5K and leaving 20,504 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #80.

Investment Advisory Group first reported a position in DFAU in Q2 2023 and has held it in 13 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Investment Advisory Group held 20,504 shares of Dimensional US Core Equity Market ETF worth $1.06M as of Q2 2026.
  • Investment Advisory Group sold 1,308 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $65.5K.
  • Dimensional US Core Equity Market ETF made up 0.23% of Investment Advisory Group's portfolio in Q2 2026, its #80 holding.
  • Investment Advisory Group first reported a position in Dimensional US Core Equity Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.