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LAM Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

LAM 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 		$380K Sell
7,345
-215
-3% -$10.8K 0.19% 70
2026
Q1 		$341K Buy
7,560
+5
+0.1% +$235 0.19% 71
2025
Q4 		$354K Sell
7,555
-5,250
-41% -$243K 0.2% 71
2025
Q3 		$586K Sell
12,805
-95
-0.7% -$4.19K 0.36% 57
2025
Q2 		$546K Buy
12,900
+770
+6% +$30.2K 0.37% 56
2025
Q1 		$466K Sell
12,130
-410
-3% -$16.6K 0.34% 56
2024
Q4 		$508K Buy
12,540
+25
+0.2% +$1.02K 0.36% 58
2024
Q3 		$497K Buy
12,515
+110
+0.9% +$4.2K 0.35% 58
2024
Q2 		$465K Sell
12,405
-40
-0.3% -$1.45K 0.39% 54
2024
Q1 		$455K Sell
12,445
-5
-0% -$173 0.37% 55
2023
Q4 		$414K Buy
12,450
+350
+3% +$10.9K 0.38% 52
2023
Q3 		$362K Buy
12,100
+20
+0.2% +$623 0.36% 52
2023
Q2 		$374K Sell
12,080
-155
-1% -$4.54K 0.35% 50
2023
Q1 		$352K Buy
12,235
+2,890
+31% +$81.7K 0.35% 49
2022
Q4 		$253K Buy
+9,345
New +$254K 0.26% 53

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

LAM Group's DFAU Position: Q2 2026 in Review

LAM Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.8% in Q2 2026, selling an estimated $10.8K and leaving 7,345 shares worth $380K. The position accounts for 0.19% of the portfolio, ranked #70.

LAM Group first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $586K in Q3 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • LAM Group held 7,345 shares of Dimensional US Core Equity Market ETF worth $380K as of Q2 2026.
  • LAM Group sold 215 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $10.8K.
  • Dimensional US Core Equity Market ETF made up 0.19% of LAM Group's portfolio in Q2 2026, its #70 holding.
  • LAM Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • LAM Group's Dimensional US Core Equity Market ETF position peaked at $586K in Q3 2025.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.