Joseph Group Capital Management’s Dimensional US Large Cap Core Equity Market ETF DFAL Stock Holding History

Joseph Group Capital Management’s Portfolio DFAL Stock Details DFAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.7M	Buy	+1,065,026	New	+$54.5M	9.75%	1

Other funds holding DFAL

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Joseph Group Capital Management's DFAL Position: Q3 2026 in Review

Joseph Group Capital Management opened a new position in Dimensional US Large Cap Core Equity Market ETF (DFAL) in Q3 2026: 1,065,026 shares worth $54.7M. The stake represents 9.75% of the portfolio and ranks #1 among its holdings.

5 funds tracked by Wall St. Rank hold DFAL as of Q3 2026.

Joseph Group Capital Management held 1,065,026 shares of Dimensional US Large Cap Core Equity Market ETF worth $54.7M as of Q3 2026.
Dimensional US Large Cap Core Equity Market ETF was a new Joseph Group Capital Management position in Q3 2026.
Dimensional US Large Cap Core Equity Market ETF made up 9.75% of Joseph Group Capital Management's portfolio in Q3 2026, its #1 holding.
5 funds tracked by Wall St. Rank held Dimensional US Large Cap Core Equity Market ETF as of Q3 2026.

Based on Joseph Group Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.