MFT
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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
Q3 		$55.5K Sell
1,060
-9
-0.8% -$473 0.01% 210
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

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DFAU Position: Q3 2026 in Review

Moisand Fitzgerald Tamayo reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.84% in Q3 2026, selling an estimated $473 and leaving 1,060 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #210.

Moisand Fitzgerald Tamayo first reported a position in DFAU in Q1 2021 and has held it in 23 quarters since. The position peaked at $186K in Q4 2021. 91 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Moisand Fitzgerald Tamayo held 1,060 shares of Dimensional US Core Equity Market ETF worth $55.5K as of Q3 2026.
  • Moisand Fitzgerald Tamayo sold 9 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $473.
  • Dimensional US Core Equity Market ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q3 2026, its #210 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 23 quarters since.
  • Moisand Fitzgerald Tamayo's Dimensional US Core Equity Market ETF position peaked at $186K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2026, filed 15 Oct 2026.