QFA
DFAU icon

Quantum Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Quantum Financial Advisors’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 		$25.6M Buy
494,933
+6,635
+1% +$332K 2.53% 10
2026
Q1 		$22M Sell
488,298
-48,050
-9% -$2.26M 2.47% 10
2025
Q4 		$25.1M Buy
536,348
+14,918
+3% +$691K 2.82% 8
2025
Q3 		$23.9M Sell
521,430
-76,087
-13% -$3.35M 2.91% 7
2025
Q2 		$25.3M Sell
597,517
-10,889
-2% -$427K 3.43% 5
2025
Q1 		$23.4M Sell
608,406
-115,451
-16% -$4.68M 3.49% 6
2024
Q4 		$29.3M Buy
723,857
+124,178
+21% +$5.07M 4.47% 4
2024
Q3 		$23.8M Buy
599,679
+99,981
+20% +$3.82M 3.73% 6
2024
Q2 		$18.7M Buy
499,698
+3
+0% +$109 3.29% 6
2024
Q1 		$18.3M Buy
499,695
+400,119
+402% +$13.9M 3.36% 6
2023
Q4 		$3.31M Sell
99,576
-11,718
-11% -$364K 0.81% 21
2023
Q3 		$3.33M Sell
111,294
-536
-0.5% -$16.7K 0.98% 18
2023
Q2 		$3.47M Sell
111,830
-30,438
-21% -$893K 1.02% 18
2023
Q1 		$4.09M Sell
142,268
-3,493
-2% -$98.7K 1.29% 17
2022
Q4 		$3.94M Buy
145,761
+72,563
+99% +$1.97M 1.77% 14
2022
Q3 		$1.84M Buy
73,198
+6,286
+9% +$175K 0.82% 15
2022
Q2 		$1.97M Buy
+66,912
New +$1.92M 0.74% 16

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
RW
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
AC
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

Quantum Financial Advisors's DFAU Position: Q2 2026 in Review

Quantum Financial Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.4% in Q2 2026, buying an estimated $332K and bringing the position to 494,933 shares worth $25.6M. The position accounts for 2.53% of the portfolio, ranked #10.

Quantum Financial Advisors first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. The position peaked at $29.3M in Q4 2024. 154 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Quantum Financial Advisors held 494,933 shares of Dimensional US Core Equity Market ETF worth $25.6M as of Q2 2026.
  • Quantum Financial Advisors bought 6,635 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $332K.
  • Dimensional US Core Equity Market ETF made up 2.53% of Quantum Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Quantum Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Quantum Financial Advisors's Dimensional US Core Equity Market ETF position peaked at $29.3M in Q4 2024.
  • 154 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.