Warburton Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Warburton Capital Management’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	$1.13M	Buy	21,816 +914	+4%	+$45.7K	0.46%	22
2026 Q1	$984K	Buy	20,902 +9,379	+81%	+$441K	0.48%	21
2025 Q4	$539K	Buy	11,523 +306	+3%	+$14.2K	0.3%	26
2025 Q3	$514K	Buy	11,217 +327	+3%	+$14.4K	0.31%	26
2025 Q2	$474K	Buy	10,890 +2,411	+28%	+$94.5K	0.28%	26
2025 Q1	$325K	Hold	8,479	–	–	0.24%	28
2024 Q4	$343K	Buy	+8,479	New	+$346K	0.26%	24

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

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

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Warburton Capital Management's DFAU Position: Q2 2026 in Review

Warburton Capital Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.4% in Q2 2026, buying an estimated $45.7K and bringing the position to 21,816 shares worth $1.13M. The position accounts for 0.46% of the portfolio, ranked #22.

Warburton Capital Management first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 366 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Warburton Capital Management held 21,816 shares of Dimensional US Core Equity Market ETF worth $1.13M as of Q2 2026.
Warburton Capital Management bought 914 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $45.7K.
Dimensional US Core Equity Market ETF made up 0.46% of Warburton Capital Management's portfolio in Q2 2026, its #22 holding.
Warburton Capital Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
366 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.