Prodigy Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Prodigy Asset Management’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	$11.8M	Buy	228,674 +3,872	+2%	+$194K	3.56%	6
2026 Q1	$10.1M	Buy	224,802 +49,189	+28%	+$2.31M	3.39%	6
2025 Q4	$8.22M	Buy	175,613 +7,274	+4%	+$337K	2.89%	7
2025 Q3	$7.7M	Buy	168,339 +30,722	+22%	+$1.35M	3.48%	6
2025 Q2	$5.83M	Buy	137,617 +6,451	+5%	+$253K	3.82%	7
2025 Q1	$5.04M	Buy	131,166 +10,613	+9%	+$431K	4.07%	5
2024 Q4	$4.88M	Buy	+120,553	New	+$4.92M	4.16%	5

Other funds holding DFAU

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Prodigy Asset Management's DFAU Position: Q2 2026 in Review

Prodigy Asset Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.7% in Q2 2026, buying an estimated $194K and bringing the position to 228,674 shares worth $11.8M. The position accounts for 3.56% of the portfolio, ranked #6.

Prodigy Asset Management first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Prodigy Asset Management held 228,674 shares of Dimensional US Core Equity Market ETF worth $11.8M as of Q2 2026.
Prodigy Asset Management bought 3,872 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $194K.
Dimensional US Core Equity Market ETF made up 3.56% of Prodigy Asset Management's portfolio in Q2 2026, its #6 holding.
Prodigy Asset Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Prodigy Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.