Simon Quick Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Simon Quick 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	$372K	Buy	+7,188	New	+$360K	0.02%	301

Other funds holding DFAU

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

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

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Simon Quick Advisors's DFAU Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 7,188 shares worth $372K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings.

258 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Simon Quick Advisors held 7,188 shares of Dimensional US Core Equity Market ETF worth $372K as of Q2 2026.
Dimensional US Core Equity Market ETF was a new Simon Quick Advisors position in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #301 holding.
258 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.