SFA
DFAU icon

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

Sequoia 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 		$393M Buy
7,607,402
+227,760
+3% +$11.4M 1.96% 7
2026
Q1 		$333M Buy
7,379,642
+254,218
+4% +$12M 1.86% 8
2025
Q4 		$333M Buy
7,125,424
+118,187
+2% +$5.48M 1.86% 9
2025
Q3 		$321M Buy
7,007,237
+344,952
+5% +$15.2M 1.95% 9
2025
Q2 		$282M Buy
6,662,285
+1,034,590
+18% +$40.6M 1.93% 9
2025
Q1 		$216M Buy
5,627,695
+683,205
+14% +$27.7M 1.67% 10
2024
Q4 		$200M Buy
4,944,490
+122,344
+3% +$5M 1.93% 8
2024
Q3 		$191M Buy
4,822,146
+441,160
+10% +$16.9M 2.05% 8
2024
Q2 		$164M Buy
4,380,986
+712,064
+19% +$25.9M 1.98% 8
2024
Q1 		$134M Buy
3,668,922
+126,629
+4% +$4.39M 1.67% 9
2023
Q4 		$118M Buy
3,542,293
+338,346
+11% +$10.5M 1.46% 10
2023
Q3 		$96M Buy
3,203,947
+44,284
+1% +$1.38M 1.68% 13
2023
Q2 		$97.9M Buy
3,159,663
+67,372
+2% +$1.98M 1.68% 13
2023
Q1 		$89M Buy
3,092,291
+330,830
+12% +$9.35M 1.98% 8
2022
Q4 		$74.6M Buy
2,761,461
+295,270
+12% +$8.03M 1.83% 9
2022
Q3 		$62M Buy
2,466,191
+127,590
+5% +$3.55M 1.95% 11
2022
Q2 		$61.8M Buy
2,338,601
+766,566
+49% +$22M 1.75% 10
2022
Q1 		$49.6M Buy
1,572,035
+208,431
+15% +$6.47M 1.24% 18
2021
Q4 		$45M Buy
+1,363,604
New +$43.8M 1.23% 17

Other funds holding DFAU

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Sequoia Financial Advisors's DFAU Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 3.1% in Q2 2026, buying an estimated $11.4M and bringing the position to 7,607,402 shares worth $393M. The position accounts for 1.96% of the portfolio, ranked #7.

Sequoia 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.

  • Sequoia Financial Advisors held 7,607,402 shares of Dimensional US Core Equity Market ETF worth $393M as of Q2 2026.
  • Sequoia Financial Advisors bought 227,760 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $11.4M.
  • Dimensional US Core Equity Market ETF made up 1.96% of Sequoia Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Sequoia 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.