Red Lighthouse Investment Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Red Lighthouse 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	$4.04M	Hold	78,084	–	–	1.2%	12
2026 Q1	$3.52M	Hold	78,084	–	–	1.19%	13
2025 Q4	$3.65M	Hold	78,084	–	–	1.31%	12
2025 Q3	$3.57M	Hold	78,084	–	–	1.25%	12
2025 Q2	$3.31M	Buy	78,084 +101	+0.1%	+$3.96K	1.26%	12
2025 Q1	$2.85M	Sell	77,983 -101	-0.1%	-$4.1K	1.16%	15
2024 Q4	$3.16M	Buy	78,084 +101	+0.1%	+$4.13K	1.25%	12
2024 Q3	$3.1M	Hold	77,983	–	–	1.21%	13
2024 Q2	$2.92M	Hold	77,983	–	–	1.22%	12
2024 Q1	$2.85M	Hold	77,983	–	–	1.15%	16
2023 Q4	$2.59M	Hold	77,983	–	–	1.09%	16
2023 Q3	$2.34M	Hold	77,983	–	–	1.1%	16
2023 Q2	$2.42M	Hold	77,983	–	–	1.1%	16
2023 Q1	$2.24M	Hold	77,983	–	–	1.09%	17
2022 Q4	$2.11M	Buy	+77,983	New	+$2.12M	1.06%	18

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

Red Lighthouse Investment Management's DFAU Position: Q2 2026 in Review

Red Lighthouse Investment Management held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 78,084 shares worth $4.04M. The position accounts for 1.2% of the portfolio, ranked #12.

Red Lighthouse Investment Management first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Red Lighthouse Investment Management held 78,084 shares of Dimensional US Core Equity Market ETF worth $4.04M as of Q2 2026.
Red Lighthouse Investment Management left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 1.2% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #12 holding.
Red Lighthouse Investment Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.