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

SwitchPoint Financial Planning’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	$3.73M	Hold	72,101	–	–	2.15%	11
2026 Q1	$3.25M	Hold	72,101	–	–	2.21%	10
2025 Q4	$3.37M	Hold	72,101	–	–	2.36%	11
2025 Q3	$3.3M	Hold	72,101	–	–	2.39%	11
2025 Q2	$3.05M	Buy	72,101 +20,198	+39%	+$792K	2.5%	11
2025 Q1	$2M	Hold	51,903	–	–	1.89%	13
2024 Q4	$2.1M	Buy	+51,903	New	+$2.12M	2.01%	12

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

SwitchPoint Financial Planning's DFAU Position: Q2 2026 in Review

SwitchPoint Financial Planning held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 72,101 shares worth $3.73M. The position accounts for 2.15% of the portfolio, ranked #11.

SwitchPoint Financial Planning first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

SwitchPoint Financial Planning held 72,101 shares of Dimensional US Core Equity Market ETF worth $3.73M as of Q2 2026.
SwitchPoint Financial Planning left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 2.15% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #11 holding.
SwitchPoint Financial Planning first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.