Squire Investment Management Company’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Squire Investment Management Company’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	$1.47M	Sell	28,448 -3,355	-11%	-$168K	0.35%	35
2026 Q1	$1.43M	Buy	31,803 +5,522	+21%	+$260K	0.4%	31
2025 Q4	$1.23M	Buy	26,281 +121	+0.5%	+$5.61K	0.37%	34
2025 Q3	$1.2M	Sell	26,160 -1	-0%	-$44	0.39%	35
2025 Q2	$1.11M	Sell	26,161 -309	-1%	-$12.1K	0.41%	34
2025 Q1	$1.02M	Buy	26,470 +8,500	+47%	+$345K	0.42%	33
2024 Q4	$728K	Buy	17,970 +9,290	+107%	+$380K	0.32%	38
2024 Q3	$345K	Sell	8,680 -5	-0.1%	-$191	0.16%	52
2024 Q2	$326K	Buy	8,685 +2,403	+38%	+$87.3K	0.18%	47
2024 Q1	$230K	Sell	6,282 -90	-1%	-$3.12K	0.14%	52
2023 Q4	$212K	Buy	+6,372	New	+$198K	0.17%	49

Other funds holding DFAU

SFA

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Squire Investment Management Company's DFAU Position: Q2 2026 in Review

Squire Investment Management Company reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 11% in Q2 2026, selling an estimated $168K and leaving 28,448 shares worth $1.47M. The position accounts for 0.35% of the portfolio, ranked #35.

Squire Investment Management Company first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 500 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Squire Investment Management Company held 28,448 shares of Dimensional US Core Equity Market ETF worth $1.47M as of Q2 2026.
Squire Investment Management Company sold 3,355 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $168K.
Dimensional US Core Equity Market ETF made up 0.35% of Squire Investment Management Company's portfolio in Q2 2026, its #35 holding.
Squire Investment Management Company first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
500 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.