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DFAU icon

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

Oceanside 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 		$1.46M Buy
28,332
+153
+0.5% +$7.66K 0.74% 18
2026
Q1 		$1.27M Buy
28,179
+1,441
+5% +$67.8K 0.73% 19
2025
Q4 		$1.25M Sell
26,738
-5,291
-17% -$245K 0.76% 19
2025
Q3 		$1.47M Sell
32,029
-1,145
-3% -$50.4K 0.92% 16
2025
Q2 		$1.41M Sell
33,174
-52
-0.2% -$2.04K 0.94% 16
2025
Q1 		$1.28M Sell
33,226
-677
-2% -$27.5K 0.92% 16
2024
Q4 		$1.37M Buy
33,903
+1,010
+3% +$41.3K 1.02% 16
2024
Q3 		$1.31M Sell
32,893
-1,201
-4% -$45.9K 0.97% 16
2024
Q2 		$1.28M Buy
34,094
+593
+2% +$21.6K 1.03% 16
2024
Q1 		$1.22M Sell
33,501
-251
-0.7% -$8.69K 1.01% 16
2023
Q4 		$1.12M Buy
+33,752
New +$1.05M 0.99% 17

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

Oceanside Advisors's DFAU Position: Q2 2026 in Review

Oceanside Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.54% in Q2 2026, buying an estimated $7.66K and bringing the position to 28,332 shares worth $1.46M. The position accounts for 0.74% of the portfolio, ranked #18.

Oceanside Advisors first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q3 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Oceanside Advisors held 28,332 shares of Dimensional US Core Equity Market ETF worth $1.46M as of Q2 2026.
  • Oceanside Advisors bought 153 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $7.66K.
  • Dimensional US Core Equity Market ETF made up 0.74% of Oceanside Advisors's portfolio in Q2 2026, its #18 holding.
  • Oceanside Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Oceanside Advisors's Dimensional US Core Equity Market ETF position peaked at $1.47M in Q3 2025.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.