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 Q3	$331K	Sell	6,320 -1,025	-14%	-$53.8K	0.17%	70
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

LAM Group's DFAU Position: Q3 2026 in Review

LAM Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 14% in Q3 2026, selling an estimated $53.8K and leaving 6,320 shares worth $331K. The position accounts for 0.17% of the portfolio, ranked #70.

LAM Group first reported a position in DFAU in Q4 2022 and has held it in 16 quarters since. The position peaked at $586K in Q3 2025. 272 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

LAM Group held 6,320 shares of Dimensional US Core Equity Market ETF worth $331K as of Q3 2026.
LAM Group sold 1,025 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $53.8K.
Dimensional US Core Equity Market ETF made up 0.17% of LAM Group's portfolio in Q3 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 16 quarters since.
LAM Group's Dimensional US Core Equity Market ETF position peaked at $586K in Q3 2025.
272 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.