SF
DFAU icon

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

SageOak 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 		$917K Sell
17,740
-1,337
-7% -$66.9K 0.6% 20
2026
Q1 		$861K Hold
19,077
– – 0.6% 19
2025
Q4 		$893K Sell
19,077
-2
-0% -$93 0.65% 16
2025
Q3 		$873K Sell
19,079
-324
-2% -$14.3K 0.64% 16
2025
Q2 		$822K Sell
19,403
-1,916
-9% -$75.1K 0.66% 16
2025
Q1 		$820K Sell
21,319
-23,400
-52% -$949K 0.73% 15
2024
Q4 		$1.81M Buy
+44,719
New +$1.83M 1.65% 11

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
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 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

SageOak Financial's DFAU Position: Q2 2026 in Review

SageOak Financial reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 7% in Q2 2026, selling an estimated $66.9K and leaving 17,740 shares worth $917K. The position accounts for 0.6% of the portfolio, ranked #20.

SageOak Financial first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q4 2024. 210 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • SageOak Financial held 17,740 shares of Dimensional US Core Equity Market ETF worth $917K as of Q2 2026.
  • SageOak Financial sold 1,337 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $66.9K.
  • Dimensional US Core Equity Market ETF made up 0.6% of SageOak Financial's portfolio in Q2 2026, its #20 holding.
  • SageOak Financial first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • SageOak Financial's Dimensional US Core Equity Market ETF position peaked at $1.81M in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.