KIG
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Kennedy Investment Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Kennedy Investment Group’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 		$9.44M Buy
182,548
+12,031
+7% +$602K 3.2% 8
2026
Q1 		$7.69M Buy
170,517
+12,080
+8% +$568K 3.01% 8
2025
Q4 		$7.41M Buy
158,437
+45,662
+40% +$2.12M 2.8% 8
2025
Q3 		$5.16M Buy
112,775
+17,283
+18% +$761K 2.05% 11
2025
Q2 		$4.05M Sell
95,492
-5,050
-5% -$198K 1.72% 12
2025
Q1 		$3.86M Buy
100,542
+47,389
+89% +$1.92M 1.79% 14
2024
Q4 		$2.15M Buy
53,153
+13,544
+34% +$553K 0.97% 24
2024
Q3 		$1.57M Buy
39,609
+17,307
+78% +$661K 0.72% 33
2024
Q2 		$836K Buy
22,302
+4,736
+27% +$172K 0.42% 60
2024
Q1 		$642K Buy
17,566
+6,122
+53% +$212K 0.34% 72
2023
Q4 		$381K Buy
11,444
+1,846
+19% +$57.3K 0.21% 91
2023
Q3 		$287K Buy
+9,598
New +$299K 0.17% 97

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

Kennedy Investment Group's DFAU Position: Q2 2026 in Review

Kennedy Investment Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 7.1% in Q2 2026, buying an estimated $602K and bringing the position to 182,548 shares worth $9.44M. The position accounts for 3.2% of the portfolio, ranked #8.

Kennedy Investment Group first reported a position in DFAU in Q3 2023 and has held it in 12 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Kennedy Investment Group held 182,548 shares of Dimensional US Core Equity Market ETF worth $9.44M as of Q2 2026.
  • Kennedy Investment Group bought 12,031 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $602K.
  • Dimensional US Core Equity Market ETF made up 3.2% of Kennedy Investment Group's portfolio in Q2 2026, its #8 holding.
  • Kennedy Investment Group first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.