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Spectrum Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Spectrum Investment 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 		$32M Sell
620,035
-26,390
-4% -$1.32M 13.1% 1
2026
Q1 		$29.2M Buy
646,425
+25,365
+4% +$1.19M 14.49% 1
2025
Q4 		$29.1M Sell
621,060
-4,859
-0.8% -$225K 14.57% 1
2025
Q3 		$28.6M Sell
625,919
-1,901
-0.3% -$83.8K 15.51% 1
2025
Q2 		$26.6M Buy
627,820
+23,990
+4% +$940K 15.42% 1
2025
Q1 		$23.2M Buy
603,830
+4,999
+0.8% +$203K 14.98% 1
2024
Q4 		$24.2M Buy
598,831
+5,709
+1% +$233K 16.18% 1
2024
Q3 		$23.5M Buy
593,122
+5,997
+1% +$229K 16.14% 1
2024
Q2 		$22M Buy
587,125
+19,174
+3% +$697K 16.11% 1
2024
Q1 		$20.8M Buy
567,951
+13,190
+2% +$457K 15.32% 1
2023
Q4 		$18.4M Buy
+554,761
New +$17.2M 14.63% 1

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

Spectrum Investment Advisors's DFAU Position: Q2 2026 in Review

Spectrum Investment Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 4.1% in Q2 2026, selling an estimated $1.32M and leaving 620,035 shares worth $32M. The position accounts for 13.1% of the portfolio, ranked #1.

Spectrum Investment Advisors first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Spectrum Investment Advisors held 620,035 shares of Dimensional US Core Equity Market ETF worth $32M as of Q2 2026.
  • Spectrum Investment Advisors sold 26,390 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.32M.
  • Dimensional US Core Equity Market ETF made up 13.1% of Spectrum Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Spectrum Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.