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

OneDigital Investment 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 		$236M Buy
4,562,729
+139,150
+3% +$6.96M 1.99% 5
2026
Q1 		$200M Buy
4,423,579
+83,664
+2% +$3.93M 1.95% 6
2025
Q4 		$203M Buy
4,339,915
+345,458
+9% +$16M 1.99% 6
2025
Q3 		$183M Buy
3,994,457
+227,398
+6% +$10M 1.88% 6
2025
Q2 		$160M Buy
3,767,059
+237,156
+7% +$9.3M 1.77% 7
2025
Q1 		$136M Buy
3,529,903
+391,676
+12% +$15.9M 1.61% 10
2024
Q4 		$127M Buy
3,138,227
+606,435
+24% +$24.8M 1.47% 12
2024
Q3 		$100M Buy
2,531,792
+475,125
+23% +$18.1M 1.15% 17
2024
Q2 		$77.1M Buy
2,056,667
+1,099,463
+115% +$40M 0.96% 20
2024
Q1 		$35M Buy
957,204
+492,555
+106% +$17.1M 0.55% 41
2023
Q4 		$15.4M Buy
+464,649
New +$14.4M 0.27% 84

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
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

OneDigital Investment Advisors's DFAU Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 3.1% in Q2 2026, buying an estimated $6.96M and bringing the position to 4,562,729 shares worth $236M. The position accounts for 1.99% of the portfolio, ranked #5.

OneDigital Investment Advisors first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • OneDigital Investment Advisors held 4,562,729 shares of Dimensional US Core Equity Market ETF worth $236M as of Q2 2026.
  • OneDigital Investment Advisors bought 139,150 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $6.96M.
  • Dimensional US Core Equity Market ETF made up 1.99% of OneDigital Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • OneDigital Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.