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Oath Planning’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Oath Planning’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 		$432K Sell
8,353
-400
-5% -$20K 0.32% 42
2026
Q1 		$395K Sell
8,753
-7
-0.1% -$329 0.35% 41
2025
Q4 		$410K Buy
+8,760
New +$406K 0.4% 41

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 $1.56B AUM 16.49% 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

Oath Planning's DFAU Position: Q2 2026 in Review

Oath Planning reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 4.6% in Q2 2026, selling an estimated $20K and leaving 8,353 shares worth $432K. The position accounts for 0.32% of the portfolio, ranked #42.

Oath Planning first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Oath Planning held 8,353 shares of Dimensional US Core Equity Market ETF worth $432K as of Q2 2026.
  • Oath Planning sold 400 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $20K.
  • Dimensional US Core Equity Market ETF made up 0.32% of Oath Planning's portfolio in Q2 2026, its #42 holding.
  • Oath Planning first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.