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Prudent Man Investment Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Prudent Man Investment 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 		$16M Sell
340,877
-24,496
-7% -$1.23M 5.44% 5
2026
Q1 		$17.1M Hold
365,373
– – 5.75% 5
2025
Q4 		$17.1M Sell
365,373
-10,969
-3% -$508K 5.75% 5
2025
Q3 		$15.2M Hold
376,342
– – 8.46% 4
2025
Q2 		$15.2M Hold
376,342
– – 8.46% 4
2025
Q1 		$15.2M Sell
376,342
-1,865
-0.5% -$75.7K 8.44% 4
2024
Q4 		$15.3M Buy
+378,207
New +$15.5M 8.47% 4

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

Prudent Man Investment Management's DFAU Position: Q2 2026 in Review

Prudent Man Investment Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 6.7% in Q2 2026, selling an estimated $1.23M and leaving 340,877 shares worth $16M. The position accounts for 5.44% of the portfolio, ranked #5.

Prudent Man Investment Management first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1M in Q1 2026. 602 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Prudent Man Investment Management held 340,877 shares of Dimensional US Core Equity Market ETF worth $16M as of Q2 2026.
  • Prudent Man Investment Management sold 24,496 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.23M.
  • Dimensional US Core Equity Market ETF made up 5.44% of Prudent Man Investment Management's portfolio in Q2 2026, its #5 holding.
  • Prudent Man Investment Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Dimensional US Core Equity Market ETF position peaked at $17.1M in Q1 2026.
  • 602 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.