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Sound Income Strategies’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sound Income Strategies’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 		– Sell
-101
Closed -$4.59K – 931
2026
Q1 		$4.59K Hold
101
– – ﹤0.01% 1861
2025
Q4 		$4.82K Hold
101
– – ﹤0.01% 1826
2025
Q3 		$4.65K Hold
101
– – ﹤0.01% 1191
2025
Q2 		$4.28K Hold
101
– – ﹤0.01% 1122
2025
Q1 		$3.88K Hold
101
– – ﹤0.01% 1112
2024
Q4 		$4.09K Hold
101
– – ﹤0.01% 1034
2024
Q3 		$4.01K Buy
101
+100
+10,000% +$3.82K ﹤0.01% 993
2024
Q2 		$37 Hold
1
– – ﹤0.01% 1345
2024
Q1 		$37 Hold
1
– – ﹤0.01% 1318
2023
Q4 		$33 Hold
1
– – ﹤0.01% 1298
2023
Q3 		$30 Hold
1
– – ﹤0.01% 1133
2023
Q2 		$31 Hold
1
– – ﹤0.01% 1094
2023
Q1 		$29 Buy
+1
New +$28 ﹤0.01% 1050

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sound Income Strategies's DFAU Position: Q2 2026 in Review

Sound Income Strategies sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 101 shares — an estimated $4.59K sold.

Sound Income Strategies first reported a position in DFAU in Q1 2023 and held it in 13 quarters. The position peaked at $4.82K in Q4 2025. 318 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Sound Income Strategies reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 101 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $4.59K.
  • Sound Income Strategies first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and held it in 13 quarters.
  • Sound Income Strategies's Dimensional US Core Equity Market ETF position peaked at $4.82K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.