Shore Point Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Shore Point 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	$1.78M	Sell	34,341 -125	-0.4%	-$6.26K	0.61%	30
2026 Q1	$1.56M	Sell	34,466 -23,190	-40%	-$1.09M	0.61%	31
2025 Q4	$2.7M	Sell	57,656 -1,111	-2%	-$51.5K	1.14%	22
2025 Q3	$2.69M	Buy	58,767 +771	+1%	+$34K	1.19%	19
2025 Q2	$2.46M	Buy	57,996 +2,037	+4%	+$79.9K	1.18%	18
2025 Q1	$2.15M	Buy	55,959 +3,088	+6%	+$125K	1.14%	18
2024 Q4	$2.14M	Buy	52,871 +3,618	+7%	+$148K	1.15%	17
2024 Q3	$1.95M	Buy	49,253 +983	+2%	+$37.5K	1.05%	19
2024 Q2	$1.81M	Buy	48,270 +1,360	+3%	+$49.4K	1.03%	20
2024 Q1	$1.71M	Buy	46,910 +1,935	+4%	+$67K	0.98%	20
2023 Q4	$1.5M	Buy	44,975 +1,276	+3%	+$39.6K	0.93%	22
2023 Q3	$1.31M	Sell	43,699 -999	-2%	-$31.1K	0.95%	19
2023 Q2	$1.39M	Buy	44,698 +210	+0.5%	+$6.16K	0.99%	19
2023 Q1	$1.28M	Sell	44,488 -743	-2%	-$21K	0.97%	19
2022 Q4	$1.22M	Buy	45,231 +2,058	+5%	+$55.9K	1%	20
2022 Q3	$1.09M	Buy	43,173 +3,719	+9%	+$104K	1.06%	17
2022 Q2	$1.04M	Buy	+39,454	New	+$1.13M	0.97%	16
2022 Q1	–	Sell	-543	Closed	-$18K	–	73
2021 Q4	$18K	Buy	+543	New	+$17.4K	0.02%	105

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

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

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

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

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Shore Point Advisors's DFAU Position: Q2 2026 in Review

Shore Point Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.36% in Q2 2026, selling an estimated $6.26K and leaving 34,341 shares worth $1.78M. The position accounts for 0.61% of the portfolio, ranked #30.

Shore Point Advisors first reported a position in DFAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.7M in Q4 2025. 119 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Shore Point Advisors held 34,341 shares of Dimensional US Core Equity Market ETF worth $1.78M as of Q2 2026.
Shore Point Advisors sold 125 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $6.26K.
Dimensional US Core Equity Market ETF made up 0.61% of Shore Point Advisors's portfolio in Q2 2026, its #30 holding.
Shore Point Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
Shore Point Advisors's Dimensional US Core Equity Market ETF position peaked at $2.7M in Q4 2025.
119 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.