Spectrum Advisors, Inc.’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Spectrum Advisors, Inc.’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 Q1	$468K	Buy	+10,374	New	+$488K	0.37%	33

Other funds holding DFAU

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RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Spectrum Advisors, Inc.'s DFAU Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q1 2026: 10,374 shares worth $468K. The stake represents 0.37% of the portfolio and ranks #33 among its holdings.

576 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

Spectrum Advisors, Inc. held 10,374 shares of Dimensional US Core Equity Market ETF worth $468K as of Q1 2026.
Dimensional US Core Equity Market ETF was a new Spectrum Advisors, Inc. position in Q1 2026.
Dimensional US Core Equity Market ETF made up 0.37% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #33 holding.
576 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.