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Marshall Financial Group (Maryland)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.91M Sell
36,958
-239
-0.6% -$12K 0.28% 73
2026
Q1 		$1.68M Sell
37,197
-442
-1% -$20.8K 0.27% 72
2025
Q4 		$1.76M Sell
37,639
-585
-2% -$27.1K 0.34% 65
2025
Q3 		$1.75M Buy
38,224
+81
+0.2% +$3.57K 0.34% 68
2025
Q2 		$1.63M Sell
38,143
-6,463
-14% -$253K 0.32% 67
2025
Q1 		$1.71M Sell
44,606
-9,983
-18% -$405K 0.37% 58
2024
Q4 		$2.21M Sell
54,589
-4,308
-7% -$176K 0.54% 42
2024
Q3 		$2.34M Sell
58,897
-2,945
-5% -$112K 0.56% 41
2024
Q2 		$2.32M Sell
61,842
-2,860
-4% -$104K 0.65% 39
2024
Q1 		$2.36M Sell
64,702
-9,838
-13% -$341K 0.68% 34
2023
Q4 		$2.48M Sell
74,540
-9,286
-11% -$288K 0.8% 29
2023
Q3 		$2.51M Sell
83,826
-4,074
-5% -$127K 0.91% 24
2023
Q2 		$2.72M Sell
87,900
-9,646
-10% -$283K 0.93% 22
2023
Q1 		$2.81M Sell
97,546
-136
-0.1% -$3.85K 1.01% 22
2022
Q4 		$2.64M Sell
97,682
-1,869
-2% -$50.8K 1.03% 22
2022
Q3 		$2.5M Buy
99,551
+5,173
+5% +$144K 1.06% 15
2022
Q2 		$2.49M Buy
94,378
+54,933
+139% +$1.58M 1% 19
2022
Q1 		$1.24M Buy
39,445
+15,070
+62% +$468K 0.51% 66
2021
Q4 		$804K Buy
+24,375
New +$782K 0.3% 125

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

Marshall Financial Group (Maryland)'s DFAU Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.64% in Q2 2026, selling an estimated $12K and leaving 36,958 shares worth $1.91M. The position accounts for 0.28% of the portfolio, ranked #73.

Marshall Financial Group (Maryland) first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.81M in Q1 2023. 409 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Marshall Financial Group (Maryland) held 36,958 shares of Dimensional US Core Equity Market ETF worth $1.91M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 239 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $12K.
  • Dimensional US Core Equity Market ETF made up 0.28% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #73 holding.
  • Marshall Financial Group (Maryland) first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Marshall Financial Group (Maryland)'s Dimensional US Core Equity Market ETF position peaked at $2.81M in Q1 2023.
  • 409 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.