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

Rossby Financial’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 		$718K Buy
13,882
+154
+1% +$7.71K 0.13% 149
2026
Q1 		$624K Buy
13,728
+8,012
+140% +$377K 0.13% 152
2025
Q4 		$268K Hold
5,716
– – 0.08% 224
2025
Q3 		$262K Hold
5,716
– – 0.09% 231
2025
Q2 		$242K Hold
5,716
– – 0.09% 226
2025
Q1 		$216K Buy
+5,716
New +$232K 0.09% 214

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

Rossby Financial's DFAU Position: Q2 2026 in Review

Rossby Financial increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.1% in Q2 2026, buying an estimated $7.71K and bringing the position to 13,882 shares worth $718K. The position accounts for 0.13% of the portfolio, ranked #149.

Rossby Financial first reported a position in DFAU in Q1 2025 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Rossby Financial held 13,882 shares of Dimensional US Core Equity Market ETF worth $718K as of Q2 2026.
  • Rossby Financial bought 154 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $7.71K.
  • Dimensional US Core Equity Market ETF made up 0.13% of Rossby Financial's portfolio in Q2 2026, its #149 holding.
  • Rossby Financial first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.