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 Q2	$897K	Hold	17,359	–	–	0.06%	297
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

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

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

Transcend Capital Advisors's DFAU Position: Q2 2026 in Review

Transcend Capital Advisors held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 17,359 shares worth $897K. The position accounts for 0.06% of the portfolio, ranked #297.

Transcend Capital Advisors first reported a position in DFAU in Q1 2025 and has held it in 6 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Transcend Capital Advisors held 17,359 shares of Dimensional US Core Equity Market ETF worth $897K as of Q2 2026.
Transcend Capital Advisors left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.06% of Transcend Capital Advisors's portfolio in Q2 2026, its #297 holding.
Transcend Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.