LKBC
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L.K. Benson & Company’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

L.K. Benson & Company’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 		– Sell
-6,979
Closed -$315K – 117
2026
Q1 		$315K Hold
6,979
– – 0.1% 95
2025
Q4 		$327K Sell
6,979
-19
-0.3% -$881 0.16% 91
2025
Q3 		$320K Buy
6,998
+3
+0% +$132 0.17% 88
2025
Q2 		$296K Sell
6,995
-192
-3% -$7.53K 0.18% 84
2025
Q1 		$276K Buy
7,187
+7
+0.1% +$284 0.19% 86
2024
Q4 		$291K Buy
+7,180
New +$293K 0.2% 79

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

L.K. Benson & Company's DFAU Position: Q2 2026 in Review

L.K. Benson & Company sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 6,979 shares — an estimated $315K sold.

L.K. Benson & Company first reported a position in DFAU in Q4 2024 and held it in 6 quarters. The position peaked at $327K in Q4 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • L.K. Benson & Company reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • L.K. Benson & Company sold 6,979 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $315K.
  • L.K. Benson & Company first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and held it in 6 quarters.
  • L.K. Benson & Company's Dimensional US Core Equity Market ETF position peaked at $327K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.