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TCP Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

TCP Asset Management’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 		$49.5M Buy
958,294
+8,433
+0.9% +$422K 5.62% 4
2026
Q1 		$42.9M Buy
949,861
+6,574
+0.7% +$309K 5.51% 5
2025
Q4 		$44.1M Buy
943,287
+24,729
+3% +$1.15M 7.44% 2
2025
Q3 		$42M Buy
918,558
+17,364
+2% +$765K 7.5% 2
2025
Q2 		$38.2M Buy
901,194
+25,346
+3% +$994K 7.57% 2
2025
Q1 		$33.7M Buy
875,848
+15,874
+2% +$644K 7.52% 2
2024
Q4 		$34.8M Buy
859,974
+19,027
+2% +$777K 7.68% 2
2024
Q3 		$33.4M Buy
840,947
+3,369
+0.4% +$129K 7.69% 2
2024
Q2 		$31.4M Buy
837,578
+27,507
+3% +$1,000K 7.94% 2
2024
Q1 		$29.6M Buy
810,071
+151,008
+23% +$5.23M 7.82% 2
2023
Q4 		$21.9M Buy
659,063
+29,950
+5% +$930K 8.11% 2
2023
Q3 		$18.8M Sell
629,113
-4,377
-0.7% -$136K 8.06% 2
2023
Q2 		$19.6M Buy
633,490
+137,895
+28% +$4.04M 8.35% 2
2023
Q1 		$14.3M Buy
495,595
+111,929
+29% +$3.16M 7.85% 2
2022
Q4 		$10.4M Buy
+383,666
New +$10.4M 8.1% 2

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

TCP Asset Management's DFAU Position: Q2 2026 in Review

TCP Asset Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.89% in Q2 2026, buying an estimated $422K and bringing the position to 958,294 shares worth $49.5M. The position accounts for 5.62% of the portfolio, ranked #4.

TCP Asset Management first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 119 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • TCP Asset Management held 958,294 shares of Dimensional US Core Equity Market ETF worth $49.5M as of Q2 2026.
  • TCP Asset Management bought 8,433 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $422K.
  • Dimensional US Core Equity Market ETF made up 5.62% of TCP Asset Management's portfolio in Q2 2026, its #4 holding.
  • TCP Asset Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 119 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.