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

Professional Financial 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 		$317K Hold
6,139
– – 0.25% 31
2026
Q1 		$277K Buy
6,139
+45
+0.7% +$2.12K 0.25% 33
2025
Q4 		$285K Buy
+6,094
New +$282K 0.27% 32

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

Professional Financial Solutions's DFAU Position: Q2 2026 in Review

Professional Financial Solutions held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 6,139 shares worth $317K. The position accounts for 0.25% of the portfolio, ranked #31.

Professional Financial Solutions first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Professional Financial Solutions held 6,139 shares of Dimensional US Core Equity Market ETF worth $317K as of Q2 2026.
  • Professional Financial Solutions left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.25% of Professional Financial Solutions's portfolio in Q2 2026, its #31 holding.
  • Professional Financial Solutions first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Professional Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.