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Pinney & Scofield’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Pinney & Scofield’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 		$21.5K Hold
415
– – 0.01% 153
2026
Q1 		$18.7K Hold
415
– – 0.01% 165
2025
Q4 		$19.4K Hold
415
– – 0.01% 152
2025
Q3 		$19K Hold
415
– – 0.01% 149
2025
Q2 		$17.6K Hold
415
– – 0.01% 152
2025
Q1 		$16K Hold
415
– – 0.01% 152
2024
Q4 		$16.8K Buy
+415
New +$17K 0.01% 153

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

Pinney & Scofield's DFAU Position: Q2 2026 in Review

Pinney & Scofield held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 415 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #153.

Pinney & Scofield first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Pinney & Scofield held 415 shares of Dimensional US Core Equity Market ETF worth $21.5K as of Q2 2026.
  • Pinney & Scofield left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.01% of Pinney & Scofield's portfolio in Q2 2026, its #153 holding.
  • Pinney & Scofield first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.