Sigma Planning Corp’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sigma Planning Corp’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	$541K	Sell	10,470 -84	-0.8%	-$4.2K	0.01%	879
2026 Q1	$476K	Buy	10,554 +6	+0.1%	+$282	0.01%	854
2025 Q4	$494K	Buy	10,548 +6	+0.1%	+$278	0.01%	797
2025 Q3	$482K	Sell	10,542 -80	-0.8%	-$3.52K	0.01%	833
2025 Q2	$450K	Sell	10,622 -748	-7%	-$29.3K	0.01%	822
2025 Q1	$437K	Buy	11,370 +273	+2%	+$11.1K	0.01%	789
2024 Q4	$449K	Buy	+11,097	New	+$453K	0.01%	777

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

Sigma Planning Corp's DFAU Position: Q2 2026 in Review

Sigma Planning Corp reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.8% in Q2 2026, selling an estimated $4.2K and leaving 10,470 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #879.

Sigma Planning Corp first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Sigma Planning Corp held 10,470 shares of Dimensional US Core Equity Market ETF worth $541K as of Q2 2026.
Sigma Planning Corp sold 84 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $4.2K.
Dimensional US Core Equity Market ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #879 holding.
Sigma Planning Corp first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.