Morton Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Morton Capital Management’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	$7.76M	Buy	150,195 +941	+0.6%	+$47.1K	1.06%	14
2026 Q1	$6.73M	Sell	149,254 -6,425	-4%	-$302K	1%	13
2025 Q4	$7.29M	Buy	155,679 +1,135	+0.7%	+$52.6K	1.12%	12
2025 Q3	$7.07M	Sell	154,544 -4,921	-3%	-$217K	1.16%	12
2025 Q2	$6.75M	Buy	159,465 +1,008	+0.6%	+$39.5K	1.2%	12
2025 Q1	$6.09M	Buy	158,457 +3,860	+2%	+$157K	1.18%	11
2024 Q4	$6.26M	Sell	154,597 -9,183	-6%	-$375K	1.18%	12
2024 Q3	$6.5M	Sell	163,780 -5,201	-3%	-$199K	1.28%	12
2024 Q2	$6.34M	Sell	168,981 -4,044	-2%	-$147K	1.5%	12
2024 Q1	$6.32M	Sell	173,025 -5,226	-3%	-$181K	1.71%	11
2023 Q4	$5.93M	Sell	178,251 -9,519	-5%	-$295K	1.76%	11
2023 Q3	$5.62M	Buy	187,770 +14,387	+8%	+$448K	1.99%	8
2023 Q2	$5.37M	Buy	173,383 +11,290	+7%	+$331K	1.83%	9
2023 Q1	$4.66M	Sell	162,093 -1,807	-1%	-$51.1K	1.65%	10
2022 Q4	$4.43M	Buy	163,900 +52,284	+47%	+$1.42M	1.73%	9
2022 Q3	$2.81M	Sell	111,616 -3,795	-3%	-$106K	1.28%	10
2022 Q2	$3.05M	Buy	+115,411	New	+$3.31M	1.33%	10

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

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 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

Morton Capital Management's DFAU Position: Q2 2026 in Review

Morton Capital Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.63% in Q2 2026, buying an estimated $47.1K and bringing the position to 150,195 shares worth $7.76M. The position accounts for 1.06% of the portfolio, ranked #14.

Morton Capital Management first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Morton Capital Management held 150,195 shares of Dimensional US Core Equity Market ETF worth $7.76M as of Q2 2026.
Morton Capital Management bought 941 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $47.1K.
Dimensional US Core Equity Market ETF made up 1.06% of Morton Capital Management's portfolio in Q2 2026, its #14 holding.
Morton Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.