Root Financial Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Root Financial Partners’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	$10.1M	Sell	194,759 -25,001	-11%	-$1.25M	0.39%	28
2026 Q1	$9.92M	Buy	219,760 +67,557	+44%	+$3.18M	0.46%	24
2025 Q4	$7.12M	Buy	152,203 +3,960	+3%	+$184K	0.36%	30
2025 Q3	$6.78M	Buy	148,243 +8,418	+6%	+$371K	0.42%	30
2025 Q2	$5.92M	Buy	139,825 +80,872	+137%	+$3.17M	0.57%	27
2025 Q1	$2.27M	Buy	58,953 +34,997	+146%	+$1.42M	0.24%	35
2024 Q4	$970K	Hold	23,956	–	–	0.12%	59
2024 Q3	$951K	Hold	23,956	–	–	0.15%	49
2024 Q2	$898K	Hold	23,956	–	–	0.21%	41
2024 Q1	$875K	Hold	23,956	–	–	0.26%	37
2023 Q4	$797K	Sell	23,956 -1,992	-8%	-$61.8K	0.3%	35
2023 Q3	$777K	Sell	25,948 -1,950	-7%	-$60.7K	0.41%	30
2023 Q2	$865K	Sell	27,898 -1,519	-5%	-$44.5K	0.51%	27
2023 Q1	$846K	Buy	+29,417	New	+$832K	0.6%	30

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

Root Financial Partners's DFAU Position: Q2 2026 in Review

Root Financial Partners reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 11% in Q2 2026, selling an estimated $1.25M and leaving 194,759 shares worth $10.1M. The position accounts for 0.39% of the portfolio, ranked #28.

Root Financial Partners first reported a position in DFAU in Q1 2023 and has held it in 14 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Root Financial Partners held 194,759 shares of Dimensional US Core Equity Market ETF worth $10.1M as of Q2 2026.
Root Financial Partners sold 25,001 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.25M.
Dimensional US Core Equity Market ETF made up 0.39% of Root Financial Partners's portfolio in Q2 2026, its #28 holding.
Root Financial Partners first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.