Patriot Financial Group Insurance Agency’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Patriot Financial Group Insurance Agency’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	$1.13M	Sell	21,845 -21,669	-50%	-$1.08M	0.12%	203
2026 Q1	$1.96M	Buy	43,514 +21,983	+102%	+$1.03M	0.11%	213
2025 Q4	$1.01M	Hold	21,531	–	–	0.12%	207
2025 Q3	$985K	Buy	21,531 +2,692	+14%	+$119K	0.13%	198
2025 Q2	$798K	Hold	18,839	–	–	0.09%	240
2025 Q1	$724K	Hold	18,839	–	–	0.1%	232
2024 Q4	$763K	Sell	18,839 -36	-0.2%	-$1.47K	0.1%	217
2024 Q3	$749K	Sell	18,875 -113	-0.6%	-$4.32K	0.1%	221
2024 Q2	$712K	Buy	18,988 +3,323	+21%	+$121K	0.1%	212
2024 Q1	$572K	Buy	+15,665	New	+$542K	0.09%	249

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

MWM

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

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFAU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 50% in Q2 2026, selling an estimated $1.08M and leaving 21,845 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #203.

Patriot Financial Group Insurance Agency first reported a position in DFAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.96M in Q1 2026. 409 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Patriot Financial Group Insurance Agency held 21,845 shares of Dimensional US Core Equity Market ETF worth $1.13M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 21,669 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.08M.
Dimensional US Core Equity Market ETF made up 0.12% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #203 holding.
Patriot Financial Group Insurance Agency first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
Patriot Financial Group Insurance Agency's Dimensional US Core Equity Market ETF position peaked at $1.96M in Q1 2026.
409 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.