MFT
DFAU icon

Moisand Fitzgerald Tamayo’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Moisand Fitzgerald Tamayo’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 		$55.3K Hold
1,069
– – 0.01% 199
2026
Q1 		$48.2K Hold
1,069
– – 0.01% 201
2025
Q4 		$50K Hold
1,069
– – 0.01% 198
2025
Q3 		$48.9K Sell
1,069
-6
-0.6% -$264 0.01% 201
2025
Q2 		$45.5K Hold
1,075
– – 0.01% 204
2025
Q1 		$41.3K Hold
1,075
– – 0.01% 210
2024
Q4 		$43.5K Sell
1,075
-31
-3% -$1.27K 0.01% 204
2024
Q3 		$43.9K Hold
1,106
– – 0.01% 207
2024
Q2 		$41.5K Hold
1,106
– – 0.01% 194
2024
Q1 		$40.4K Hold
1,106
– – 0.01% 196
2023
Q4 		$36.8K Buy
1,106
+237
+27% +$7.36K 0.01% 204
2023
Q3 		$26K Hold
869
– – 0.01% 234
2023
Q2 		$26.9K Sell
869
-1,981
-70% -$58.1K 0.01% 222
2023
Q1 		$82K Buy
2,850
+41
+1% +$1.16K 0.02% 138
2022
Q4 		$75.9K Sell
2,809
-25
-0.9% -$680 0.02% 142
2022
Q3 		$71K Sell
2,834
-3,124
-52% -$87K 0.02% 135
2022
Q2 		$157K Buy
5,958
+2,894
+94% +$83.1K 0.04% 106
2022
Q1 		$97K Sell
3,064
-2,582
-46% -$80.2K 0.04% 86
2021
Q4 		$186K Buy
5,646
+1
+0% +$32 0.05% 92
2021
Q3 		$170K Buy
5,645
+42
+0.7% +$1.3K 0.06% 94
2021
Q2 		$169K Buy
5,603
+5,087
+986% +$150K 0.06% 91
2021
Q1 		$15K Buy
+516
New +$14.1K 0.01% 183

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

Moisand Fitzgerald Tamayo's DFAU Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 1,069 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #199.

Moisand Fitzgerald Tamayo first reported a position in DFAU in Q1 2021 and has held it in 22 quarters since. The position peaked at $186K in Q4 2021. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 1,069 shares of Dimensional US Core Equity Market ETF worth $55.3K as of Q2 2026.
  • Moisand Fitzgerald Tamayo left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #199 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Moisand Fitzgerald Tamayo's Dimensional US Core Equity Market ETF position peaked at $186K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.