MFG
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Merit Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Merit 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 		$1.5M Buy
28,957
+6,302
+28% +$315K 0.01% 875
2026
Q1 		$1.02M Buy
22,655
+6,159
+37% +$290K 0.01% 972
2025
Q4 		$772K Sell
16,496
-12,730
-44% -$590K 0.01% 1058
2025
Q3 		$1.34M Buy
29,226
+13,730
+89% +$605K 0.01% 721
2025
Q2 		$656K Buy
15,496
+648
+4% +$25.4K 0.01% 973
2025
Q1 		$571K Buy
+14,848
New +$602K 0.01% 875

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

Merit Financial Group's DFAU Position: Q2 2026 in Review

Merit Financial Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 28% in Q2 2026, buying an estimated $315K and bringing the position to 28,957 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #875.

Merit Financial Group first reported a position in DFAU in Q1 2025 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Merit Financial Group held 28,957 shares of Dimensional US Core Equity Market ETF worth $1.5M as of Q2 2026.
  • Merit Financial Group bought 6,302 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $315K.
  • Dimensional US Core Equity Market ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #875 holding.
  • Merit Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.