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

Stewardship 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 		$991K Buy
19,176
+202
+1% +$10.1K 0.21% 58
2026
Q1 		$856K Buy
18,974
+349
+2% +$16.4K 0.2% 62
2025
Q4 		$872K Sell
18,625
-443
-2% -$20.5K 0.2% 60
2025
Q3 		$873K Sell
19,068
-1,755
-8% -$77.3K 0.21% 60
2025
Q2 		$882K Buy
20,823
+1,430
+7% +$56.1K 0.22% 55
2025
Q1 		$745K Buy
19,393
+3,205
+20% +$130K 0.2% 56
2024
Q4 		$655K Buy
16,188
+2,073
+15% +$84.7K 0.18% 73
2024
Q3 		$560K Buy
+14,115
New +$539K 0.16% 73

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

Stewardship Advisors's DFAU Position: Q2 2026 in Review

Stewardship Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.1% in Q2 2026, buying an estimated $10.1K and bringing the position to 19,176 shares worth $991K. The position accounts for 0.21% of the portfolio, ranked #58.

Stewardship Advisors first reported a position in DFAU in Q3 2024 and has held it in 8 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Stewardship Advisors held 19,176 shares of Dimensional US Core Equity Market ETF worth $991K as of Q2 2026.
  • Stewardship Advisors bought 202 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $10.1K.
  • Dimensional US Core Equity Market ETF made up 0.21% of Stewardship Advisors's portfolio in Q2 2026, its #58 holding.
  • Stewardship Advisors first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.