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

Oakworth 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
Q2 		$307K Hold
5,954
– – 0.01% 206
2026
Q1 		$269K Hold
5,954
– – 0.01% 210
2025
Q4 		$279K Hold
5,954
– – 0.02% 203
2025
Q3 		$272K Buy
+5,954
New +$262K 0.02% 199

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

Oakworth Capital's DFAU Position: Q2 2026 in Review

Oakworth Capital held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 5,954 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #206.

Oakworth Capital first reported a position in DFAU in Q3 2025 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Oakworth Capital held 5,954 shares of Dimensional US Core Equity Market ETF worth $307K as of Q2 2026.
  • Oakworth Capital left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #206 holding.
  • Oakworth Capital first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.