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Transcend Capital Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Transcend Capital Advisors’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
Q1 		$783K Hold
17,359
– – 0.06% 286
2025
Q4 		$812K Hold
17,359
– – 0.06% 267
2025
Q3 		$794K Sell
17,359
-300
-2% -$13.2K 0.06% 288
2025
Q2 		$748K Buy
17,659
+795
+5% +$31.2K 0.06% 272
2025
Q1 		$648K Buy
+16,864
New +$684K 0.05% 316

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM

Transcend Capital Advisors's DFAU Position: Q1 2026 in Review

Transcend Capital Advisors held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q1 2026 at 17,359 shares worth $783K. The position accounts for 0.06% of the portfolio, ranked #286.

Transcend Capital Advisors first reported a position in DFAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $812K in Q4 2025. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Transcend Capital Advisors held 17,359 shares of Dimensional US Core Equity Market ETF worth $783K as of Q1 2026.
  • Transcend Capital Advisors left its Dimensional US Core Equity Market ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity Market ETF made up 0.06% of Transcend Capital Advisors's portfolio in Q1 2026, its #286 holding.
  • Transcend Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Transcend Capital Advisors's Dimensional US Core Equity Market ETF position peaked at $812K in Q4 2025.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.