Peirce Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Peirce Capital Management’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	$1.35M	Hold	26,054	–	–	0.49%	19
2026 Q1	$1.18M	Hold	26,054	–	–	0.46%	19
2025 Q4	$1.22M	Hold	26,054	–	–	0.49%	20
2025 Q3	$1.19M	Hold	26,054	–	–	0.5%	20
2025 Q2	$1.1M	Buy	26,054 +17,525	+205%	+$687K	0.49%	23
2025 Q1	$328K	Hold	8,529	–	–	0.16%	31
2024 Q4	$345K	Hold	8,529	–	–	0.18%	28
2024 Q3	$339K	Hold	8,529	–	–	0.17%	30
2024 Q2	$320K	Hold	8,529	–	–	0.17%	31
2024 Q1	$312K	Sell	8,529 -223	-3%	-$7.72K	0.17%	34
2023 Q4	$291K	Buy	+8,752	New	+$272K	0.18%	34

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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Peirce Capital Management's DFAU Position: Q2 2026 in Review

Peirce Capital Management held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 26,054 shares worth $1.35M. The position accounts for 0.49% of the portfolio, ranked #19.

Peirce Capital Management first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 323 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Peirce Capital Management held 26,054 shares of Dimensional US Core Equity Market ETF worth $1.35M as of Q2 2026.
Peirce Capital Management left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.49% of Peirce Capital Management's portfolio in Q2 2026, its #19 holding.
Peirce Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
323 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Peirce Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.