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Kaufman Rossin Wealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Kaufman Rossin Wealth’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 		$1.66M Sell
31,940
-94
-0.3% -$4.71K 0.79% 17
2026
Q1 		$1.45M Sell
32,034
-776
-2% -$36.5K 0.83% 18
2025
Q4 		$1.54M Sell
32,810
-649
-2% -$30.1K 0.8% 17
2025
Q3 		$1.53M Hold
33,459
– – 0.84% 18
2025
Q2 		$1.42M Sell
33,459
-1,773
-5% -$69.5K 0.9% 17
2025
Q1 		$1.35M Hold
35,232
– – 0.97% 15
2024
Q4 		$1.43M Buy
+35,232
New +$1.44M 1.47% 13

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

Kaufman Rossin Wealth's DFAU Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.29% in Q2 2026, selling an estimated $4.71K and leaving 31,940 shares worth $1.66M. The position accounts for 0.79% of the portfolio, ranked #17.

Kaufman Rossin Wealth first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 210 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Kaufman Rossin Wealth held 31,940 shares of Dimensional US Core Equity Market ETF worth $1.66M as of Q2 2026.
  • Kaufman Rossin Wealth sold 94 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $4.71K.
  • Dimensional US Core Equity Market ETF made up 0.79% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #17 holding.
  • Kaufman Rossin Wealth first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 210 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.