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Phillips Financial Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Phillips Financial 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 		$60.2K Sell
1,164
-238
-17% -$11.9K ﹤0.01% 238
2026
Q1 		$63.3K Sell
1,402
-259
-16% -$12.2K ﹤0.01% 226
2025
Q4 		$77.8K Buy
1,661
+1
+0.1% +$46 0.01% 237
2025
Q3 		$76K Buy
1,660
+2
+0.1% +$88 0.01% 243
2025
Q2 		$70.3K Sell
1,658
-288
-15% -$11.3K 0.01% 214
2025
Q1 		$74.8K Buy
1,946
+1
+0.1% +$41 0.01% 204
2024
Q4 		$78.8K Buy
1,945
+2
+0.1% +$82 0.01% 202
2024
Q3 		$77.1K Buy
1,943
+1
+0.1% +$38 0.01% 209
2024
Q2 		$72.8K Buy
1,942
+2
+0.1% +$73 0.01% 209
2024
Q1 		$70.9K Buy
1,940
+1
+0.1% +$35 0.01% 205
2023
Q4 		$64.5K Sell
1,939
-4,510
-70% -$140K 0.01% 188
2023
Q3 		$193K Buy
6,449
+2
+0% +$62 0.02% 159
2023
Q2 		$200K Sell
6,447
-14,372
-69% -$421K 0.02% 160
2023
Q1 		$599K Buy
20,819
+15
+0.1% +$424 0.06% 119
2022
Q4 		$562K Sell
20,804
-162
-0.8% -$4.4K 0.06% 109
2022
Q3 		$527K Buy
20,966
+61
+0.3% +$1.7K 0.06% 111
2022
Q2 		$553K Buy
20,905
+436
+2% +$12.5K 0.06% 94
2022
Q1 		$645K Buy
+20,469
New +$636K 0.06% 99

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

Phillips Financial Management's DFAU Position: Q2 2026 in Review

Phillips Financial Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 17% in Q2 2026, selling an estimated $11.9K and leaving 1,164 shares worth $60.2K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Phillips Financial Management first reported a position in DFAU in Q1 2022 and has held it in 18 quarters since. The position peaked at $645K in Q1 2022. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Phillips Financial Management held 1,164 shares of Dimensional US Core Equity Market ETF worth $60.2K as of Q2 2026.
  • Phillips Financial Management sold 238 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $11.9K.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #238 holding.
  • Phillips Financial Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Phillips Financial Management's Dimensional US Core Equity Market ETF position peaked at $645K in Q1 2022.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.