SC&H Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

SC&H Financial Advisors’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	$45.7M	Buy	883,580 +10,322	+1%	+$517K	6.06%	3
2026 Q1	$39.4M	Buy	873,258 +30,470	+4%	+$1.43M	5.94%	3
2025 Q4	$39.4M	Buy	842,788 +29,245	+4%	+$1.36M	6.1%	3
2025 Q3	$37.2M	Buy	813,543 +1,059	+0.1%	+$46.7K	6.07%	3
2025 Q2	$34.4M	Buy	812,484 +34,798	+4%	+$1.36M	5.88%	3
2025 Q1	$29.9M	Buy	777,686 +45,722	+6%	+$1.85M	5.88%	3
2024 Q4	$29.6M	Buy	731,964 +27,131	+4%	+$1.11M	6.12%	3
2024 Q3	$28M	Buy	704,833 +32,757	+5%	+$1.25M	6.11%	3
2024 Q2	$25.2M	Buy	672,076 +30,580	+5%	+$1.11M	6.17%	3
2024 Q1	$23.4M	Buy	641,496 +33,131	+5%	+$1.15M	6.1%	3
2023 Q4	$20.2M	Buy	608,365 +45,725	+8%	+$1.42M	5.83%	3
2023 Q3	$16.9M	Buy	562,640 +56,521	+11%	+$1.76M	5.6%	3
2023 Q2	$15.7M	Buy	506,119 +15,035	+3%	+$441K	5.18%	3
2023 Q1	$14.1M	Buy	491,084 +70,276	+17%	+$1.99M	5.15%	3
2022 Q4	$11.4M	Buy	420,808 +85,138	+25%	+$2.31M	4.71%	4
2022 Q3	$8.44M	Buy	335,670 +38,907	+13%	+$1.08M	4.22%	4
2022 Q2	$7.84M	Buy	296,763 +133,188	+81%	+$3.82M	3.66%	6
2022 Q1	$5.16M	Buy	163,575 +109,455	+202%	+$3.4M	2.45%	9
2021 Q4	$1.79M	Buy	+54,120	New	+$1.74M	0.99%	23

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

SC&H Financial Advisors's DFAU Position: Q2 2026 in Review

SC&H Financial Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.2% in Q2 2026, buying an estimated $517K and bringing the position to 883,580 shares worth $45.7M. The position accounts for 6.06% of the portfolio, ranked #3.

SC&H Financial Advisors first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

SC&H Financial Advisors held 883,580 shares of Dimensional US Core Equity Market ETF worth $45.7M as of Q2 2026.
SC&H Financial Advisors bought 10,322 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $517K.
Dimensional US Core Equity Market ETF made up 6.06% of SC&H Financial Advisors's portfolio in Q2 2026, its #3 holding.
SC&H Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.