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

Pine Harbor 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 		$338K Hold
6,545
– – 0.09% 79
2026
Q1 		$295K Hold
6,545
– – 0.09% 81
2025
Q4 		$306K Hold
6,545
– – 0.09% 75
2025
Q3 		$299K Hold
6,545
– – 0.1% 80
2025
Q2 		$277K Hold
6,545
– – 0.1% 81
2025
Q1 		$252K Hold
6,545
– – 0.1% 78
2024
Q4 		$265K Hold
6,545
– – 0.11% 79
2024
Q3 		$260K Hold
6,545
– – 0.13% 83
2024
Q2 		$245K Hold
6,545
– – 0.14% 81
2024
Q1 		$239K Hold
6,545
– – 0.15% 81
2023
Q4 		$218K Buy
+6,545
New +$203K 0.17% 91

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

Pine Harbor Wealth Management's DFAU Position: Q2 2026 in Review

Pine Harbor Wealth Management held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 6,545 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #79.

Pine Harbor Wealth Management first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Pine Harbor Wealth Management held 6,545 shares of Dimensional US Core Equity Market ETF worth $338K as of Q2 2026.
  • Pine Harbor Wealth Management left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.09% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Pine Harbor Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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