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Morris Financial Concepts’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Morris Financial Concepts’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 		$1.37M Sell
26,580
-167
-0.6% -$8.36K 0.42% 42
2026
Q1 		$1.21M Sell
26,747
-204
-0.8% -$9.59K 0.41% 44
2025
Q4 		$1.26M Buy
26,951
+156
+0.6% +$7.23K 0.44% 42
2025
Q3 		$1.23M Buy
26,795
+13,451
+101% +$593K 0.44% 43
2025
Q2 		$565K Sell
13,344
-55
-0.4% -$2.16K 0.22% 62
2025
Q1 		$515K Sell
13,399
-332
-2% -$13.5K 0.22% 68
2024
Q4 		$556K Buy
13,731
+955
+7% +$39K 0.24% 59
2024
Q3 		$507K Buy
12,776
+277
+2% +$10.6K 0.22% 61
2024
Q2 		$469K Buy
12,499
+4,084
+49% +$148K 0.22% 59
2024
Q1 		$307K Buy
8,415
+391
+5% +$13.5K 0.16% 77
2023
Q4 		$267K Sell
8,024
-380
-5% -$11.8K 0.15% 83
2023
Q3 		$252K Sell
8,404
-37
-0.4% -$1.15K 0.17% 73
2023
Q2 		$262K Buy
8,441
+950
+13% +$27.9K 0.17% 74
2023
Q1 		$216K Buy
7,491
+1,613
+27% +$45.6K 0.15% 79
2022
Q4 		$159K Buy
+5,878
New +$160K 0.13% 82
2022
Q3 		– Sell
-5,845
Closed -$154K – 121
2022
Q2 		$154K Buy
5,845
+5,758
+6,618% +$165K 0.15% 71
2022
Q1 		$3K Buy
87
+43
+98% +$1.34K ﹤0.01% 110
2021
Q4 		$1K Buy
+44
New +$1.41K ﹤0.01% 104

Other funds holding DFAU

Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Allworth Financial
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
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Morris Financial Concepts's DFAU Position: Q2 2026 in Review

Morris Financial Concepts reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.62% in Q2 2026, selling an estimated $8.36K and leaving 26,580 shares worth $1.37M. The position accounts for 0.42% of the portfolio, ranked #42.

Morris Financial Concepts first reported a position in DFAU in Q4 2021 and has held it in 18 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Morris Financial Concepts held 26,580 shares of Dimensional US Core Equity Market ETF worth $1.37M as of Q2 2026.
  • Morris Financial Concepts sold 167 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $8.36K.
  • Dimensional US Core Equity Market ETF made up 0.42% of Morris Financial Concepts's portfolio in Q2 2026, its #42 holding.
  • Morris Financial Concepts first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.