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Market Street Wealth Management Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Market Street Wealth Management Advisors’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 		$4.78M Buy
92,522
+8,117
+10% +$406K 0.68% 28
2026
Q1 		$3.81M Buy
84,405
+2,983
+4% +$140K 0.6% 30
2025
Q4 		$3.81M Sell
81,422
-569
-0.7% -$26.4K 0.59% 29
2025
Q3 		$3.75M Buy
81,991
+9,869
+14% +$435K 0.6% 30
2025
Q2 		$3.06M Sell
72,122
-2,649
-4% -$104K 0.5% 29
2025
Q1 		$2.87M Buy
74,771
+8,130
+12% +$330K 0.49% 29
2024
Q4 		$2.7M Buy
66,641
+749
+1% +$30.6K 0.45% 29
2024
Q3 		$2.62M Buy
65,892
+5,454
+9% +$208K 0.43% 31
2024
Q2 		$2.27M Buy
60,438
+6,184
+11% +$225K 0.39% 33
2024
Q1 		$1.98M Buy
54,254
+37,145
+217% +$1.29M 0.35% 37
2023
Q4 		$569K Buy
+17,109
New +$531K 0.12% 71

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
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Market Street Wealth Management Advisors's DFAU Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 9.6% in Q2 2026, buying an estimated $406K and bringing the position to 92,522 shares worth $4.78M. The position accounts for 0.68% of the portfolio, ranked #28.

Market Street Wealth Management Advisors first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 394 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Market Street Wealth Management Advisors held 92,522 shares of Dimensional US Core Equity Market ETF worth $4.78M as of Q2 2026.
  • Market Street Wealth Management Advisors bought 8,117 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $406K.
  • Dimensional US Core Equity Market ETF made up 0.68% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #28 holding.
  • Market Street Wealth Management Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 394 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.