MJFG
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Mars Jewett Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Mars Jewett Financial 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 		$168M Buy
3,259,597
+141,690
+5% +$7.09M 34.1% 1
2026
Q1 		$141M Buy
3,117,907
+19,309
+0.6% +$908K 44.57% 1
2025
Q4 		$149M Buy
+3,098,598
New +$144M 44.26% 1

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Mars Jewett Financial Group's DFAU Position: Q2 2026 in Review

Mars Jewett Financial Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.5% in Q2 2026, buying an estimated $7.09M and bringing the position to 3,259,597 shares worth $168M. The position accounts for 34.1% of the portfolio, ranked #1.

Mars Jewett Financial Group first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Mars Jewett Financial Group held 3,259,597 shares of Dimensional US Core Equity Market ETF worth $168M as of Q2 2026.
  • Mars Jewett Financial Group bought 141,690 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $7.09M.
  • Dimensional US Core Equity Market ETF made up 34.1% of Mars Jewett Financial Group's portfolio in Q2 2026, its #1 holding.
  • Mars Jewett Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Mars Jewett Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.