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

Peak Retirement 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	$198K	Buy	+3,825	New	+$191K	0.03%	186

Other funds holding DFAU

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

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Peak Retirement Planning's DFAU Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 3,825 shares worth $198K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings.

599 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Peak Retirement Planning held 3,825 shares of Dimensional US Core Equity Market ETF worth $198K as of Q2 2026.
Dimensional US Core Equity Market ETF was a new Peak Retirement Planning position in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.03% of Peak Retirement Planning's portfolio in Q2 2026, its #186 holding.
599 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.