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Keel Point’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Keel Point’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 		$2.03M Buy
39,188
+1,739
+5% +$87K 0.12% 112
2026
Q1 		$1.69M Buy
37,449
+237
+0.6% +$11.1K 0.11% 116
2025
Q4 		$1.74M Buy
37,212
+2,811
+8% +$130K 0.1% 123
2025
Q3 		$1.57M Sell
34,401
-1,647
-5% -$72.6K 0.1% 133
2025
Q2 		$1.53M Sell
36,048
-795
-2% -$31.2K 0.1% 138
2025
Q1 		$1.42M Sell
36,843
-476
-1% -$19.3K 0.11% 121
2024
Q4 		$1.51M Sell
37,319
-1,017
-3% -$41.5K 0.12% 116
2024
Q3 		$1.52M Sell
38,336
-690
-2% -$26.4K 0.13% 115
2024
Q2 		$1.46M Buy
+39,026
New +$1.42M 0.13% 114

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

Keel Point's DFAU Position: Q2 2026 in Review

Keel Point increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.6% in Q2 2026, buying an estimated $87K and bringing the position to 39,188 shares worth $2.03M. The position accounts for 0.12% of the portfolio, ranked #112.

Keel Point first reported a position in DFAU in Q2 2024 and has held it in 9 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Keel Point held 39,188 shares of Dimensional US Core Equity Market ETF worth $2.03M as of Q2 2026.
  • Keel Point bought 1,739 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $87K.
  • Dimensional US Core Equity Market ETF made up 0.12% of Keel Point's portfolio in Q2 2026, its #112 holding.
  • Keel Point first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.