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Vertex Planning Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Vertex Planning Partners’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 		$1.31M Buy
25,320
+89
+0.4% +$4.45K 0.19% 56
2026
Q1 		$1.14M Buy
25,231
+4,689
+23% +$220K 0.22% 52
2025
Q4 		$961K Buy
20,542
+4,274
+26% +$198K 0.22% 51
2025
Q3 		$744K Buy
16,268
+497
+3% +$21.9K 0.14% 90
2025
Q2 		$668K Buy
15,771
+1,784
+13% +$69.9K 0.14% 84
2025
Q1 		$538K Buy
13,987
+2,576
+23% +$104K 0.12% 99
2024
Q4 		$462K Buy
11,411
+1,005
+10% +$41.1K 0.1% 113
2024
Q3 		$413K Buy
10,406
+1,248
+14% +$47.7K 0.1% 105
2024
Q2 		$343K Sell
9,158
-11
-0.1% -$400 0.09% 112
2024
Q1 		$335K Buy
9,169
+730
+9% +$25.3K 0.09% 115
2023
Q4 		$281K Buy
8,439
+689
+9% +$21.4K 0.08% 122
2023
Q3 		$232K Buy
+7,750
New +$241K 0.08% 123

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

Vertex Planning Partners's DFAU Position: Q2 2026 in Review

Vertex Planning Partners increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.35% in Q2 2026, buying an estimated $4.45K and bringing the position to 25,320 shares worth $1.31M. The position accounts for 0.19% of the portfolio, ranked #56.

Vertex Planning Partners first reported a position in DFAU in Q3 2023 and has held it in 12 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Vertex Planning Partners held 25,320 shares of Dimensional US Core Equity Market ETF worth $1.31M as of Q2 2026.
  • Vertex Planning Partners bought 89 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $4.45K.
  • Dimensional US Core Equity Market ETF made up 0.19% of Vertex Planning Partners's portfolio in Q2 2026, its #56 holding.
  • Vertex Planning Partners first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.