Sweeney & Michel’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sweeney & Michel’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 Q3	$1.58M	Buy	+30,168	New	+$1.58M	0.42%	41

Other funds holding DFAU

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Sweeney & Michel's DFAU Position: Q3 2026 in Review

Sweeney & Michel opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q3 2026: 30,168 shares worth $1.58M. The stake represents 0.42% of the portfolio and ranks #41 among its holdings.

427 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Sweeney & Michel held 30,168 shares of Dimensional US Core Equity Market ETF worth $1.58M as of Q3 2026.
Dimensional US Core Equity Market ETF was a new Sweeney & Michel position in Q3 2026.
Dimensional US Core Equity Market ETF made up 0.42% of Sweeney & Michel's portfolio in Q3 2026, its #41 holding.
427 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.