Nalls Sherbakoff Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Nalls Sherbakoff Group’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	$614K	Buy	11,887 +7,111	+149%	+$356K	0.44%	44
2026 Q1	$215K	Buy	4,776 +12	+0.3%	+$564	0.16%	96
2025 Q4	$223K	Buy	4,764 +12	+0.3%	+$556	0.16%	93
2025 Q3	$217K	Buy	4,752 +13	+0.3%	+$573	0.15%	100
2025 Q2	$201K	Sell	4,739 -163	-3%	-$6.39K	0.15%	98
2025 Q1	$188K	Buy	+4,902	New	+$199K	0.15%	96
2023 Q4	$161K	Buy	4,835 +19	+0.4%	+$590	0.14%	98
2023 Q3	$144K	Buy	4,816 +33	+0.7%	+$1.03K	0.14%	98
2023 Q2	$139K	Hold	4,783	–	–	0.14%	100
2023 Q1	$136K	Buy	+4,783	New	+$135K	0.14%	101

Other funds holding DFAU

SFA

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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

Nalls Sherbakoff Group's DFAU Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 149% in Q2 2026, buying an estimated $356K and bringing the position to 11,887 shares worth $614K. The position accounts for 0.44% of the portfolio, ranked #44.

Nalls Sherbakoff Group first reported a position in DFAU in Q1 2023 and has held it in 10 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Nalls Sherbakoff Group held 11,887 shares of Dimensional US Core Equity Market ETF worth $614K as of Q2 2026.
Nalls Sherbakoff Group bought 7,111 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $356K.
Dimensional US Core Equity Market ETF made up 0.44% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #44 holding.
Nalls Sherbakoff Group first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 10 quarters since.
603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.