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Pinnacle Financial Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Pinnacle Financial Group’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
Q1 		$2.37M Buy
52,573
+703
+1% +$33.1K 0.65% 36
2025
Q4 		$2.43M Buy
51,870
+242
+0.5% +$11.2K 0.7% 36
2025
Q3 		$2.36M Buy
51,628
+121
+0.2% +$5.33K 0.71% 35
2025
Q2 		$2.18M Sell
51,507
-12,429
-19% -$487K 0.73% 32
2025
Q1 		$2.46M Sell
63,936
-3,537
-5% -$143K 0.89% 27
2024
Q4 		$2.73M Buy
67,473
+1,827
+3% +$74.6K 1.07% 26
2024
Q3 		$2.61M Sell
65,646
-153
-0.2% -$5.84K 1.02% 27
2024
Q2 		$2.47M Sell
65,799
-1,983
-3% -$72.1K 1.05% 27
2024
Q1 		$2.48M Sell
67,782
-4,505
-6% -$156K 1.09% 26
2023
Q4 		$2.4M Buy
72,287
+200
+0.3% +$6.21K 1.23% 22
2023
Q3 		$2.16M Hold
72,087
– – 1.28% 22
2023
Q2 		$2.23M Hold
72,087
– – 1.27% 21
2023
Q1 		$2.07M Sell
72,087
-293
-0.4% -$8.28K 1.24% 22
2022
Q4 		$1.96M Buy
+72,380
New +$1.97M 1.38% 20

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM

Pinnacle Financial Group's DFAU Position: Q1 2026 in Review

Pinnacle Financial Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.4% in Q1 2026, buying an estimated $33.1K and bringing the position to 52,573 shares worth $2.37M. The position accounts for 0.65% of the portfolio, ranked #36.

Pinnacle Financial Group first reported a position in DFAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.73M in Q4 2024. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Pinnacle Financial Group held 52,573 shares of Dimensional US Core Equity Market ETF worth $2.37M as of Q1 2026.
  • Pinnacle Financial Group bought 703 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $33.1K.
  • Dimensional US Core Equity Market ETF made up 0.65% of Pinnacle Financial Group's portfolio in Q1 2026, its #36 holding.
  • Pinnacle Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Pinnacle Financial Group's Dimensional US Core Equity Market ETF position peaked at $2.73M in Q4 2024.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.