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Sanchez Levi Garrett’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sanchez Levi Garrett’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 		$6M Buy
115,989
+18
+0% +$901 3.25% 9
2026
Q1 		$5.23M Buy
+115,971
New +$5.45M 3.28% 8

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

Sanchez Levi Garrett's DFAU Position: Q2 2026 in Review

Sanchez Levi Garrett increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.02% in Q2 2026, buying an estimated $901 and bringing the position to 115,989 shares worth $6M. The position accounts for 3.25% of the portfolio, ranked #9.

Sanchez Levi Garrett first reported a position in DFAU in Q1 2026 and has held it in 2 quarters since. 599 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Sanchez Levi Garrett held 115,989 shares of Dimensional US Core Equity Market ETF worth $6M as of Q2 2026.
  • Sanchez Levi Garrett bought 18 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $901.
  • Dimensional US Core Equity Market ETF made up 3.25% of Sanchez Levi Garrett's portfolio in Q2 2026, its #9 holding.
  • Sanchez Levi Garrett first reported a position in Dimensional US Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 599 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Sanchez Levi Garrett's 13F filing for Q2 2026, filed 17 Aug 2026.