SFS
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Sowell Financial Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sowell Financial Services’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 		$12M Buy
232,961
+5,335
+2% +$267K 0.39% 46
2026
Q1 		$10.3M Buy
227,626
+14,561
+7% +$685K 0.38% 47
2025
Q4 		$9.97M Buy
213,065
+29,410
+16% +$1.36M 0.37% 52
2025
Q3 		$8.4M Buy
183,655
+31,873
+21% +$1.4M 0.32% 59
2025
Q2 		$6.43M Buy
151,782
+12,001
+9% +$470K 0.26% 79
2025
Q1 		$5.37M Buy
139,781
+2,945
+2% +$119K 0.24% 87
2024
Q4 		$5.54M Sell
136,836
-194,839
-59% -$7.96M 0.29% 80
2024
Q3 		$13.2M Buy
331,675
+11,914
+4% +$455K 0.61% 28
2024
Q2 		$12M Buy
319,761
+2,234
+0.7% +$81.2K 0.57% 37
2024
Q1 		$11.6M Buy
317,527
+198,501
+167% +$6.87M 0.55% 38
2023
Q4 		$3.96M Buy
119,026
+5,999
+5% +$186K 0.21% 121
2023
Q3 		$3.38M Buy
113,027
+15,190
+16% +$473K 0.21% 125
2023
Q2 		$3.03M Buy
97,837
+4,196
+4% +$123K 0.17% 143
2023
Q1 		$2.69M Sell
93,641
-1,484
-2% -$42K 0.21% 115
2022
Q4 		$2.57M Buy
95,125
+63,352
+199% +$1.72M 0.17% 149
2022
Q3 		$799K Sell
31,773
-14,922
-32% -$416K 0.08% 255
2022
Q2 		$1.32M Buy
+46,695
New +$1.34M 0.12% 143

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
AF
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
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

Sowell Financial Services's DFAU Position: Q2 2026 in Review

Sowell Financial Services increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.3% in Q2 2026, buying an estimated $267K and bringing the position to 232,961 shares worth $12M. The position accounts for 0.39% of the portfolio, ranked #46.

Sowell Financial Services first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.2M in Q3 2024. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Sowell Financial Services held 232,961 shares of Dimensional US Core Equity Market ETF worth $12M as of Q2 2026.
  • Sowell Financial Services bought 5,335 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $267K.
  • Dimensional US Core Equity Market ETF made up 0.39% of Sowell Financial Services's portfolio in Q2 2026, its #46 holding.
  • Sowell Financial Services first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Sowell Financial Services's Dimensional US Core Equity Market ETF position peaked at $13.2M in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.