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Planned Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Planned Solutions’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 		$202K Buy
+3,909
New +$196K 0.06% 152
2024
Q4 		– Sell
-3,909
Closed -$155K – 236
2024
Q3 		$155K Buy
+3,909
New +$149K 0.06% 143
2024
Q1 		– Sell
-3,909
Closed -$130K – 200
2023
Q4 		$130K Buy
+3,909
New +$121K 0.06% 146

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

Planned Solutions's DFAU Position: Q2 2026 in Review

Planned Solutions opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 3,909 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #152 among its holdings. This is a return to the name: Planned Solutions previously reported a position in DFAU as recently as Q3 2024.

Planned Solutions first reported a position in DFAU in Q4 2023 and has held it in 3 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Planned Solutions held 3,909 shares of Dimensional US Core Equity Market ETF worth $202K as of Q2 2026.
  • Dimensional US Core Equity Market ETF was a new Planned Solutions position in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.06% of Planned Solutions's portfolio in Q2 2026, its #152 holding.
  • Planned Solutions first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 3 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.