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

Seamount Financial Group’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 		$4.49M Buy
86,794
+982
+1% +$49.1K 1.81% 13
2026
Q1 		$3.87M Buy
85,812
+3,999
+5% +$188K 1.75% 14
2025
Q4 		$3.83M Buy
81,813
+1,520
+2% +$70.4K 1.74% 15
2025
Q3 		$3.67M Sell
80,293
-904
-1% -$39.8K 1.74% 14
2025
Q2 		$3.44M Buy
81,197
+5,379
+7% +$211K 1.77% 14
2025
Q1 		$2.91M Buy
75,818
+914
+1% +$37.1K 1.98% 13
2024
Q4 		$3.03M Sell
74,904
-4,838
-6% -$198K 2.09% 11
2024
Q3 		$3.16M Buy
79,742
+75
+0.1% +$2.87K 2.38% 9
2024
Q2 		$2.99M Sell
79,667
-648
-0.8% -$23.5K 2.44% 8
2024
Q1 		$2.93M Buy
80,315
+9,026
+13% +$313K 2.57% 9
2023
Q4 		$2.37M Buy
+71,289
New +$2.21M 2.27% 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

Seamount Financial Group's DFAU Position: Q2 2026 in Review

Seamount Financial Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.1% in Q2 2026, buying an estimated $49.1K and bringing the position to 86,794 shares worth $4.49M. The position accounts for 1.81% of the portfolio, ranked #13.

Seamount Financial Group first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 210 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Seamount Financial Group held 86,794 shares of Dimensional US Core Equity Market ETF worth $4.49M as of Q2 2026.
  • Seamount Financial Group bought 982 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $49.1K.
  • Dimensional US Core Equity Market ETF made up 1.81% of Seamount Financial Group's portfolio in Q2 2026, its #13 holding.
  • Seamount Financial Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 210 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.