Janney Montgomery Scott
DFAU icon

Janney Montgomery Scott’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Janney Montgomery Scott’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 		$302K Sell
5,847
-1,572
-21% -$78.7K ﹤0.01% 2732
2026
Q1 		$335K Buy
7,419
+1,067
+17% +$50.2K ﹤0.01% 2312
2025
Q4 		$297K Buy
6,352
+712
+13% +$33K ﹤0.01% 2560
2025
Q3 		$258K Sell
5,640
-2,194
-28% -$96.7K ﹤0.01% 2581
2025
Q2 		$332K Buy
+7,834
New +$307K ﹤0.01% 2289
2024
Q1 		– Sell
-25,566
Closed -$850K – 2742
2023
Q4 		$850K Buy
+25,566
New +$794K ﹤0.01% 1539

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

Janney Montgomery Scott's DFAU Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 21% in Q2 2026, selling an estimated $78.7K and leaving 5,847 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

Janney Montgomery Scott first reported a position in DFAU in Q4 2023 and has held it in 6 quarters since. The position peaked at $850K in Q4 2023. 602 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Janney Montgomery Scott held 5,847 shares of Dimensional US Core Equity Market ETF worth $302K as of Q2 2026.
  • Janney Montgomery Scott sold 1,572 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $78.7K.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2732 holding.
  • Janney Montgomery Scott first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 6 quarters since.
  • Janney Montgomery Scott's Dimensional US Core Equity Market ETF position peaked at $850K in Q4 2023.
  • 602 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.