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Perigon Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Perigon Wealth 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 		$21.4M Buy
413,676
+4,242
+1% +$212K 0.34% 62
2026
Q1 		$18.5M Sell
409,434
-587
-0.1% -$27.6K 0.34% 65
2025
Q4 		$19.2M Buy
410,021
+10,522
+3% +$488K 0.34% 58
2025
Q3 		$18.3M Sell
399,499
-10,164
-2% -$448K 0.37% 54
2025
Q2 		$17.4M Buy
409,663
+11,316
+3% +$444K 0.41% 51
2025
Q1 		$15.3M Sell
398,347
-1,867
-0.5% -$75.7K 0.39% 52
2024
Q4 		$16.4M Buy
400,214
+1,093
+0.3% +$44.7K 0.4% 49
2024
Q3 		$15.8M Sell
399,121
-3,760
-0.9% -$144K 0.42% 48
2024
Q2 		$15.1M Buy
402,881
+43,795
+12% +$1.59M 0.44% 46
2024
Q1 		$13.1M Sell
359,086
-161,114
-31% -$5.58M 0.4% 54
2023
Q4 		$17.3M Buy
520,200
+66,052
+15% +$2.05M 0.57% 38
2023
Q3 		$13.6M Buy
454,148
+13,615
+3% +$424K 0.55% 35
2023
Q2 		$13.7M Buy
440,533
+37,670
+9% +$1.1M 0.54% 39
2023
Q1 		$11.6M Buy
402,863
+48,060
+14% +$1.36M 0.66% 29
2022
Q4 		$9.59M Buy
354,803
+85,132
+32% +$2.31M 0.59% 35
2022
Q3 		$6.78M Buy
269,671
+26,984
+11% +$751K 0.59% 34
2022
Q2 		$6.41M Buy
242,687
+93,130
+62% +$2.67M 0.54% 36
2022
Q1 		$4.71M Buy
149,557
+34,030
+29% +$1.06M 0.33% 63
2021
Q4 		$3.81M Buy
115,527
+25,596
+28% +$821K 0.27% 77
2021
Q3 		$2.71M Buy
89,931
+13,780
+18% +$425K 0.24% 89
2021
Q2 		$2.3M Buy
76,151
+18,929
+33% +$559K 0.2% 93
2021
Q1 		$1.61M Buy
57,222
+47,911
+515% +$1.31M 0.16% 121
2020
Q4 		$245K Buy
+9,311
New +$239K 0.03% 362

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

Perigon Wealth Management's DFAU Position: Q2 2026 in Review

Perigon Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1% in Q2 2026, buying an estimated $212K and bringing the position to 413,676 shares worth $21.4M. The position accounts for 0.34% of the portfolio, ranked #62.

Perigon Wealth Management first reported a position in DFAU in Q4 2020 and has held it in 23 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Perigon Wealth Management held 413,676 shares of Dimensional US Core Equity Market ETF worth $21.4M as of Q2 2026.
  • Perigon Wealth Management bought 4,242 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $212K.
  • Dimensional US Core Equity Market ETF made up 0.34% of Perigon Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Perigon Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.