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

Vantage Point 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	$4.05M	Sell	78,377 -1,303	-2%	-$65.2K	1.24%	20
2026 Q1	$3.6M	Sell	79,680 -3,399	-4%	-$160K	1.26%	19
2025 Q4	$3.89M	Sell	83,079 -2,363	-3%	-$110K	1.39%	16
2025 Q3	$3.91M	Sell	85,442 -5,803	-6%	-$256K	1.51%	17
2025 Q2	$3.87M	Buy	91,245 +510	+0.6%	+$20K	1.7%	16
2025 Q1	$3.49M	Buy	90,735 +4,081	+5%	+$166K	1.76%	16
2024 Q4	$3.51M	Buy	+86,654	New	+$3.54M	1.89%	16

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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

Vantage Point Financial's DFAU Position: Q2 2026 in Review

Vantage Point Financial reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.6% in Q2 2026, selling an estimated $65.2K and leaving 78,377 shares worth $4.05M. The position accounts for 1.24% of the portfolio, ranked #20.

Vantage Point Financial first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Vantage Point Financial held 78,377 shares of Dimensional US Core Equity Market ETF worth $4.05M as of Q2 2026.
Vantage Point Financial sold 1,303 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $65.2K.
Dimensional US Core Equity Market ETF made up 1.24% of Vantage Point Financial's portfolio in Q2 2026, its #20 holding.
Vantage Point Financial first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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