North Capital
DFAU icon

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

North Capital’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 		$17.2M Buy
321,724
+7,344
+2% +$386K 12.26% 2
2026
Q2 		$16.3M Buy
314,380
+9,964
+3% +$499K 12.28% 2
2026
Q1 		$13.7M Buy
304,416
+12,476
+4% +$587K 11.63% 2
2025
Q4 		$13.7M Buy
291,940
+14,205
+5% +$658K 11.77% 2
2025
Q3 		$12.7M Buy
277,735
+13,121
+5% +$578K 9.83% 2
2025
Q2 		$11.2M Buy
264,614
+259
+0.1% +$10.2K 9.67% 2
2025
Q1 		$10.2M Buy
+264,355
New +$10.7M 9.59% 2

Other funds holding DFAU

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Allworth Financial
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
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

North Capital's DFAU Position: Q3 2026 in Review

North Capital increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.3% in Q3 2026, buying an estimated $386K and bringing the position to 321,724 shares worth $17.2M. The position accounts for 12.26% of the portfolio, ranked #2.

North Capital first reported a position in DFAU in Q1 2025 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • North Capital held 321,724 shares of Dimensional US Core Equity Market ETF worth $17.2M as of Q3 2026.
  • North Capital bought 7,344 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $386K.
  • Dimensional US Core Equity Market ETF made up 12.26% of North Capital's portfolio in Q3 2026, its #2 holding.
  • North Capital first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 7 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.