Prudent Investor Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Prudent Investor 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 Q3	$40.1M	Buy	+765,672	New	+$40.2M	31.41%	1

Other funds holding DFAU

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Prudent Investor Advisors's DFAU Position: Q3 2026 in Review

Prudent Investor Advisors opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q3 2026: 765,672 shares worth $40.1M. The stake represents 31.41% of the portfolio and ranks #1 among its holdings.

392 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Prudent Investor Advisors held 765,672 shares of Dimensional US Core Equity Market ETF worth $40.1M as of Q3 2026.
Dimensional US Core Equity Market ETF was a new Prudent Investor Advisors position in Q3 2026.
Dimensional US Core Equity Market ETF made up 31.41% of Prudent Investor Advisors's portfolio in Q3 2026, its #1 holding.
392 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Prudent Investor Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.