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 Q3	$548K	Buy	10,475 +5	+0%	+$263	0.01%	803
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Sigma Planning Corp's DFAU Position: Q3 2026 in Review

Sigma Planning Corp increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.05% in Q3 2026, buying an estimated $263 and bringing the position to 10,475 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #803.

Sigma Planning Corp first reported a position in DFAU in Q4 2024 and has held it in 8 quarters since. 385 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Sigma Planning Corp held 10,475 shares of Dimensional US Core Equity Market ETF worth $548K as of Q3 2026.
Sigma Planning Corp bought 5 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $263.
Dimensional US Core Equity Market ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #803 holding.
Sigma Planning Corp first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
385 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.