Quad-Cities Investment Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Quad-Cities Investment 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 Q2	$7.52M	Buy	145,522 +7,598	+6%	+$380K	2.7%	6
2026 Q1	$6.22M	Buy	137,924 +9,887	+8%	+$465K	2.48%	7
2025 Q4	$5.99M	Buy	128,037 +3,657	+3%	+$169K	2.47%	8
2025 Q3	$5.69M	Buy	124,380 +4,981	+4%	+$219K	2.42%	10
2025 Q2	$5.06M	Buy	119,399 +5,359	+5%	+$210K	2.3%	11
2025 Q1	$4.38M	Buy	114,040 +6,501	+6%	+$264K	2.16%	10
2024 Q4	$4.35M	Buy	107,539 +8,878	+9%	+$363K	2.13%	11
2024 Q3	$3.92M	Buy	98,661 +5,868	+6%	+$224K	1.97%	11
2024 Q2	$3.48M	Buy	92,793 +5,345	+6%	+$194K	1.92%	11
2024 Q1	$3.2M	Buy	87,448 +2,448	+3%	+$84.8K	1.87%	12
2023 Q4	$2.81M	Buy	85,000 +14,075	+20%	+$437K	1.74%	13
2023 Q3	$2.12M	Buy	70,925 +17,958	+34%	+$559K	1.43%	15
2023 Q2	$1.64M	Buy	52,967 +10,253	+24%	+$301K	1.07%	25
2023 Q1	$1.23M	Buy	42,714 +20,442	+92%	+$578K	0.85%	30
2022 Q4	$602K	Buy	22,272 +13,898	+166%	+$378K	0.44%	56
2022 Q3	$211K	Sell	8,374 -152	-2%	-$4.23K	0.16%	145
2022 Q2	$225K	Buy	+8,526	New	+$245K	0.17%	143

Other funds holding DFAU

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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 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

Quad-Cities Investment Group's DFAU Position: Q2 2026 in Review

Quad-Cities Investment Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.5% in Q2 2026, buying an estimated $380K and bringing the position to 145,522 shares worth $7.52M. The position accounts for 2.7% of the portfolio, ranked #6.

Quad-Cities Investment Group first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Quad-Cities Investment Group held 145,522 shares of Dimensional US Core Equity Market ETF worth $7.52M as of Q2 2026.
Quad-Cities Investment Group bought 7,598 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $380K.
Dimensional US Core Equity Market ETF made up 2.7% of Quad-Cities Investment Group's portfolio in Q2 2026, its #6 holding.
Quad-Cities Investment Group first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.