Private Advisory Group
DFAU icon

Private Advisory Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Private Advisory 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
Q3 		$411K Buy
+7,841
New +$412K 0.02% 250
2025
Q1 		– Sell
-10,124
Closed -$410K – 211
2024
Q4 		$410K Buy
+10,124
New +$414K 0.05% 155

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
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Private Advisory Group's DFAU Position: Q3 2026 in Review

Private Advisory Group opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q3 2026: 7,841 shares worth $411K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in DFAU as recently as Q4 2024.

Private Advisory Group first reported a position in DFAU in Q4 2024 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Private Advisory Group held 7,841 shares of Dimensional US Core Equity Market ETF worth $411K as of Q3 2026.
  • Dimensional US Core Equity Market ETF was a new Private Advisory Group position in Q3 2026.
  • Dimensional US Core Equity Market ETF made up 0.02% of Private Advisory Group's portfolio in Q3 2026, its #250 holding.
  • Private Advisory Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 2 quarters since.
  • 494 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.