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Lynch Investment Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Lynch Investment Planning’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 		$516K Sell
9,979
-2,293
-19% -$115K 0.4% 31
2026
Q1 		$554K Sell
12,272
-1,863
-13% -$87.6K 0.5% 28
2025
Q4 		$662K Buy
+14,135
New +$655K 0.63% 26

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

Lynch Investment Planning's DFAU Position: Q2 2026 in Review

Lynch Investment Planning reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 19% in Q2 2026, selling an estimated $115K and leaving 9,979 shares worth $516K. The position accounts for 0.4% of the portfolio, ranked #31.

Lynch Investment Planning first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $662K in Q4 2025. 599 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Lynch Investment Planning held 9,979 shares of Dimensional US Core Equity Market ETF worth $516K as of Q2 2026.
  • Lynch Investment Planning sold 2,293 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $115K.
  • Dimensional US Core Equity Market ETF made up 0.4% of Lynch Investment Planning's portfolio in Q2 2026, its #31 holding.
  • Lynch Investment Planning first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Lynch Investment Planning's Dimensional US Core Equity Market ETF position peaked at $662K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.