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Keystone Financial Group (Georgia)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Keystone Financial Group (Georgia)’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 		$32.1M Buy
620,943
+14,606
+2% +$731K 16.85% 1
2026
Q1 		$27.4M Sell
606,337
-28,009
-4% -$1.32M 14.22% 1
2025
Q4 		$29.7M Buy
634,346
+10,812
+2% +$501K 15.55% 1
2025
Q3 		$28.5M Sell
623,534
-12,542
-2% -$553K 16.08% 1
2025
Q2 		$27.4M Sell
636,076
-3,378
-0.5% -$132K 17.46% 1
2025
Q1 		$24.5M Buy
639,454
+42,872
+7% +$1.74M 17.25% 1
2024
Q4 		$24.2M Buy
+596,582
New +$24.4M 19.55% 1

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

Keystone Financial Group (Georgia)'s DFAU Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.4% in Q2 2026, buying an estimated $731K and bringing the position to 620,943 shares worth $32.1M. The position accounts for 16.85% of the portfolio, ranked #1.

Keystone Financial Group (Georgia) first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Keystone Financial Group (Georgia) held 620,943 shares of Dimensional US Core Equity Market ETF worth $32.1M as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 14,606 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $731K.
  • Dimensional US Core Equity Market ETF made up 16.85% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #1 holding.
  • Keystone Financial Group (Georgia) first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.