Stifel Financial
DFAU icon

Stifel Financial’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Stifel Financial’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 		$28.7M Sell
554,983
-7,633
-1% -$382K 0.02% 544
2026
Q1 		$25.4M Buy
562,616
+15,945
+3% +$750K 0.02% 548
2025
Q4 		$25.6M Sell
546,671
-35,281
-6% -$1.64M 0.02% 554
2025
Q3 		$26.6M Sell
581,952
-1,508
-0.3% -$66.4K 0.02% 533
2025
Q2 		$24.7M Sell
583,460
-3,517
-0.6% -$138K 0.02% 521
2025
Q1 		$22.6M Buy
586,977
+1,484
+0.3% +$60.2K 0.02% 524
2024
Q4 		$23.7M Buy
585,493
+920
+0.2% +$37.6K 0.02% 513
2024
Q3 		$23.2M Sell
584,573
-32,815
-5% -$1.25M 0.02% 524
2024
Q2 		$23.1M Buy
617,388
+9,057
+1% +$329K 0.03% 489
2024
Q1 		$22.2M Sell
608,331
-15,964
-3% -$553K 0.03% 512
2023
Q4 		$20.8M Buy
624,295
+2,035
+0.3% +$63.2K 0.03% 503
2023
Q3 		$18.6M Sell
622,260
-32,261
-5% -$1M 0.03% 488
2023
Q2 		$20.3M Buy
654,521
+5,876
+0.9% +$172K 0.03% 474
2023
Q1 		$18.7M Buy
648,645
+22,822
+4% +$645K 0.03% 487
2022
Q4 		$16.9M Buy
625,823
+51,053
+9% +$1.39M 0.03% 494
2022
Q3 		$14.5M Buy
574,770
+17,442
+3% +$486K 0.02% 520
2022
Q2 		$14.7M Buy
557,328
+9,645
+2% +$277K 0.02% 531
2022
Q1 		$17.3M Buy
547,683
+167,781
+44% +$5.21M 0.02% 547
2021
Q4 		$12.5M Buy
379,902
+127,058
+50% +$4.08M 0.02% 650
2021
Q3 		$7.62M Buy
252,844
+170,867
+208% +$5.27M 0.01% 827
2021
Q2 		$2.48M Buy
+81,977
New +$2.42M ﹤0.01% 1464

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

Stifel Financial's DFAU Position: Q2 2026 in Review

Stifel Financial reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.4% in Q2 2026, selling an estimated $382K and leaving 554,983 shares worth $28.7M. The position accounts for 0.02% of the portfolio, ranked #544.

Stifel Financial first reported a position in DFAU in Q2 2021 and has held it in 21 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Stifel Financial held 554,983 shares of Dimensional US Core Equity Market ETF worth $28.7M as of Q2 2026.
  • Stifel Financial sold 7,633 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $382K.
  • Dimensional US Core Equity Market ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #544 holding.
  • Stifel Financial first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.