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

Tandem 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 		$4.14M Sell
80,002
-4,866
-6% -$244K 1.24% 23
2026
Q1 		$3.83M Buy
+84,868
New +$3.99M 1.22% 23
2025
Q4 		– Sell
-80,439
Closed -$3.68M – 57
2025
Q3 		$3.68M Buy
+80,439
New +$3.54M 1.37% 19

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 $1.56B AUM 16.49% 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

Tandem Financial's DFAU Position: Q2 2026 in Review

Tandem Financial reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 5.7% in Q2 2026, selling an estimated $244K and leaving 80,002 shares worth $4.14M. The position accounts for 1.24% of the portfolio, ranked #23.

Tandem Financial first reported a position in DFAU in Q3 2025 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Tandem Financial held 80,002 shares of Dimensional US Core Equity Market ETF worth $4.14M as of Q2 2026.
  • Tandem Financial sold 4,866 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $244K.
  • Dimensional US Core Equity Market ETF made up 1.24% of Tandem Financial's portfolio in Q2 2026, its #23 holding.
  • Tandem Financial first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.