PS
DFAU icon

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
Q3 		$205K Hold
3,909
– – 0.06% 155
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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Planned Solutions's DFAU Position: Q3 2026 in Review

Planned Solutions held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q3 2026 at 3,909 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #155.

Planned Solutions first reported a position in DFAU in Q4 2023 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Planned Solutions held 3,909 shares of Dimensional US Core Equity Market ETF worth $205K as of Q3 2026.
  • Planned Solutions left its Dimensional US Core Equity Market ETF share count unchanged in Q3 2026.
  • Dimensional US Core Equity Market ETF made up 0.06% of Planned Solutions's portfolio in Q3 2026, its #155 holding.
  • Planned Solutions first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 4 quarters since.
  • 132 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.