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Timonier Family Office’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Timonier Family Office’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 		$40.9M Buy
+790,436
New +$39.6M 11.54% 3
2025
Q4 		$36.4M Buy
777,232
+47,583
+7% +$2.21M 11.54% 2
2025
Q3 		$33.4M Buy
729,649
+75,970
+12% +$3.35M 10.94% 3
2025
Q2 		$27.7M Buy
653,679
+82,307
+14% +$3.23M 10.36% 3
2025
Q1 		$22M Buy
571,372
+145,442
+34% +$5.9M 9.71% 4
2024
Q4 		$17.2M Buy
+425,930
New +$17.4M 8.85% 4

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

Timonier Family Office's DFAU Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 790,436 shares worth $40.9M. The stake represents 11.54% of the portfolio and ranks #3 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DFAU as recently as Q4 2025.

Timonier Family Office first reported a position in DFAU in Q4 2024 and has held it in 6 quarters since. 602 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Timonier Family Office held 790,436 shares of Dimensional US Core Equity Market ETF worth $40.9M as of Q2 2026.
  • Dimensional US Core Equity Market ETF was a new Timonier Family Office position in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 11.54% of Timonier Family Office's portfolio in Q2 2026, its #3 holding.
  • Timonier Family Office first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 602 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.