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DFAU icon

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

NewEdge 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 		$3.5M Buy
67,664
+2,944
+5% +$147K 0.01% 926
2026
Q1 		$2.92M Sell
64,720
-643
-1% -$30.2K 0.01% 916
2025
Q4 		$3.06M Buy
65,363
+1,682
+3% +$78K 0.01% 861
2025
Q3 		$2.91M Buy
63,681
+4,825
+8% +$213K 0.01% 830
2025
Q2 		$2.49M Buy
58,856
+3,773
+7% +$148K 0.01% 828
2025
Q1 		$2.12M Buy
55,083
+2,033
+4% +$82.5K 0.01% 839
2024
Q4 		$2.15M Buy
53,050
+9,041
+21% +$369K 0.01% 803
2024
Q3 		$1.75M Buy
44,009
+1,634
+4% +$62.4K 0.01% 849
2024
Q2 		$1.59M Buy
42,375
+4,699
+12% +$171K 0.01% 856
2024
Q1 		$1.38M Sell
37,676
-38,637
-51% -$1.34M 0.01% 843
2023
Q4 		$2.57M Buy
76,313
+16,644
+28% +$517K 0.02% 574
2023
Q3 		$1.79M Sell
59,669
-18,318
-23% -$570K 0.02% 638
2023
Q2 		$2.42M Sell
77,987
-1,006
-1% -$29.5K 0.03% 533
2023
Q1 		$2.27M Buy
78,993
+49,014
+163% +$1.39M 0.03% 495
2022
Q4 		$810K Buy
+29,979
New +$815K 0.02% 584

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

NewEdge Advisors's DFAU Position: Q2 2026 in Review

NewEdge Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.5% in Q2 2026, buying an estimated $147K and bringing the position to 67,664 shares worth $3.5M. The position accounts for 0.01% of the portfolio, ranked #926.

NewEdge Advisors first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • NewEdge Advisors held 67,664 shares of Dimensional US Core Equity Market ETF worth $3.5M as of Q2 2026.
  • NewEdge Advisors bought 2,944 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $147K.
  • Dimensional US Core Equity Market ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #926 holding.
  • NewEdge Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.