MFA
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Morling Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Morling Financial Advisors’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 		$27.9M Buy
540,576
+1,701
+0.3% +$85.1K 7.76% 6
2026
Q1 		$24.3M Buy
538,875
+8,228
+2% +$387K 7.47% 6
2025
Q4 		$24.8M Buy
530,647
+9,440
+2% +$438K 7.8% 5
2025
Q3 		$23.9M Buy
521,207
+2,510
+0.5% +$111K 7.89% 5
2025
Q2 		$22M Buy
518,697
+5,736
+1% +$225K 7.18% 6
2025
Q1 		$19.7M Buy
512,961
+10,297
+2% +$418K 6.79% 5
2024
Q4 		$20.4M Buy
502,664
+10,891
+2% +$445K 7.1% 4
2024
Q3 		$19.5M Buy
491,773
+18,843
+4% +$720K 7.44% 4
2024
Q2 		$17.7M Buy
472,930
+8,865
+2% +$322K 7.73% 4
2024
Q1 		$17M Buy
464,065
+417,092
+888% +$14.4M 9.7% 3
2023
Q4 		$1.56M Buy
46,973
+1,074
+2% +$33.3K 1.26% 14
2023
Q3 		$1.37M Buy
45,899
+498
+1% +$15.5K 1.36% 14
2023
Q2 		$1.41M Buy
45,401
+5,991
+15% +$176K 1.35% 15
2023
Q1 		$1.13M Buy
39,410
+4,782
+14% +$135K 1.22% 17
2022
Q4 		$936K Sell
34,628
-131,558
-79% -$3.58M 1.19% 20
2022
Q3 		$4.18M Sell
166,186
-8,375
-5% -$233K 5.69% 6
2022
Q2 		$4.61M Buy
+174,561
New +$5.01M 6.02% 6

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

Morling Financial Advisors's DFAU Position: Q2 2026 in Review

Morling Financial Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.32% in Q2 2026, buying an estimated $85.1K and bringing the position to 540,576 shares worth $27.9M. The position accounts for 7.76% of the portfolio, ranked #6.

Morling Financial Advisors first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Morling Financial Advisors held 540,576 shares of Dimensional US Core Equity Market ETF worth $27.9M as of Q2 2026.
  • Morling Financial Advisors bought 1,701 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $85.1K.
  • Dimensional US Core Equity Market ETF made up 7.76% of Morling Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Morling Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.