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

Rockbridge 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 		$1.99M Sell
38,438
-974
-2% -$48.7K 0.16% 45
2026
Q1 		$1.78M Buy
39,412
+157
+0.4% +$7.38K 0.16% 44
2025
Q4 		$1.84M Sell
39,255
-195
-0.5% -$9.04K 0.17% 44
2025
Q3 		$1.81M Sell
39,450
-529
-1% -$23.3K 0.18% 45
2025
Q2 		$1.69M Buy
39,979
+1,474
+4% +$57.8K 0.18% 44
2025
Q1 		$1.48M Buy
38,505
+282
+0.7% +$11.4K 0.18% 43
2024
Q4 		$1.55M Buy
38,223
+6,648
+21% +$272K 0.2% 46
2024
Q3 		$1.25M Buy
31,575
+50
+0.2% +$1.91K 0.16% 52
2024
Q2 		$1.18M Buy
31,525
+2,068
+7% +$75.2K 0.17% 50
2024
Q1 		$1.08M Buy
29,457
+505
+2% +$17.5K 0.16% 52
2023
Q4 		$963K Sell
28,952
-1,206
-4% -$37.4K 0.15% 53
2023
Q3 		$903K Buy
30,158
+595
+2% +$18.5K 0.16% 52
2023
Q2 		$916K Buy
29,563
+1,205
+4% +$35.3K 0.16% 53
2023
Q1 		$816K Buy
28,358
+1,359
+5% +$38.4K 0.15% 53
2022
Q4 		$730K Buy
26,999
+4,647
+21% +$126K 0.15% 56
2022
Q3 		$562K Hold
22,352
– – 0.13% 60
2022
Q2 		$591K Buy
+22,352
New +$642K 0.13% 59

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

Rockbridge Investment Management's DFAU Position: Q2 2026 in Review

Rockbridge Investment Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.5% in Q2 2026, selling an estimated $48.7K and leaving 38,438 shares worth $1.99M. The position accounts for 0.16% of the portfolio, ranked #45.

Rockbridge Investment Management first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. 602 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Rockbridge Investment Management held 38,438 shares of Dimensional US Core Equity Market ETF worth $1.99M as of Q2 2026.
  • Rockbridge Investment Management sold 974 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $48.7K.
  • Dimensional US Core Equity Market ETF made up 0.16% of Rockbridge Investment Management's portfolio in Q2 2026, its #45 holding.
  • Rockbridge Investment Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 602 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.