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Savvy Advisors Inc’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Savvy Advisors Inc’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 		$4.43M Buy
85,685
+3,489
+4% +$175K 0.09% 173
2026
Q1 		$3.71M Buy
82,196
+14,935
+22% +$702K 0.1% 158
2025
Q4 		$3.15M Buy
67,261
+1,189
+2% +$55.1K 0.1% 143
2025
Q3 		$3.02M Buy
66,072
+57,527
+673% +$2.53M 0.14% 109
2025
Q2 		$362K Buy
+8,545
New +$335K 0.02% 443

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

Savvy Advisors Inc's DFAU Position: Q2 2026 in Review

Savvy Advisors Inc increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.2% in Q2 2026, buying an estimated $175K and bringing the position to 85,685 shares worth $4.43M. The position accounts for 0.09% of the portfolio, ranked #173.

Savvy Advisors Inc first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Savvy Advisors Inc held 85,685 shares of Dimensional US Core Equity Market ETF worth $4.43M as of Q2 2026.
  • Savvy Advisors Inc bought 3,489 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $175K.
  • Dimensional US Core Equity Market ETF made up 0.09% of Savvy Advisors Inc's portfolio in Q2 2026, its #173 holding.
  • Savvy Advisors Inc first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.