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Mather Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Mather 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 		$1M Buy
19,408
+6,973
+56% +$349K 0.01% 376
2026
Q1 		$561K Hold
12,435
– – 0.01% 460
2025
Q4 		$582K Hold
12,435
– – 0.01% 376
2025
Q3 		$569K Hold
12,435
– – 0.01% 378
2025
Q2 		$527K Hold
12,435
– – 0.01% 381
2025
Q1 		$478K Hold
12,435
– – 0.01% 389
2024
Q4 		$503K Sell
12,435
-4,668
-27% -$191K 0.01% 362
2024
Q3 		$679K Sell
17,103
-2,851
-14% -$109K 0.01% 302
2024
Q2 		$729K Sell
19,954
-412
-2% -$15K 0.01% 324
2024
Q1 		$677K Hold
20,366
– – 0.01% 279
2023
Q4 		$677K Buy
20,366
+2,136
+12% +$66.3K 0.01% 289
2023
Q3 		$546K Sell
18,230
-562
-3% -$17.5K 0.01% 311
2023
Q2 		$582K Sell
18,792
-1,199
-6% -$35.2K 0.01% 319
2023
Q1 		$575K Hold
19,991
– – 0.01% 302
2022
Q4 		$540K Hold
19,991
– – 0.01% 305
2022
Q3 		$503K Sell
19,991
-678
-3% -$18.9K 0.01% 283
2022
Q2 		$546K Sell
20,669
-23,969
-54% -$688K 0.01% 238
2022
Q1 		$1.41M Sell
44,638
-2,543
-5% -$79K 0.03% 133
2021
Q4 		$1.56M Buy
47,181
+3,834
+9% +$123K 0.03% 113
2021
Q3 		$1.31M Buy
43,347
+27,132
+167% +$837K 0.03% 99
2021
Q2 		$490K Buy
16,215
+5,406
+50% +$160K 0.01% 166
2021
Q1 		$305K Buy
+10,809
New +$296K 0.01% 206

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

Mather Group's DFAU Position: Q2 2026 in Review

Mather Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 56% in Q2 2026, buying an estimated $349K and bringing the position to 19,408 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #376.

Mather Group first reported a position in DFAU in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.56M in Q4 2021. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Mather Group held 19,408 shares of Dimensional US Core Equity Market ETF worth $1M as of Q2 2026.
  • Mather Group bought 6,973 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $349K.
  • Dimensional US Core Equity Market ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #376 holding.
  • Mather Group first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Mather Group's Dimensional US Core Equity Market ETF position peaked at $1.56M in Q4 2021.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.