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Stonebridge Financial Group, LLC/CA’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$258K Buy
+5,000
New +$250K 0.04% 248

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
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

Stonebridge Financial Group, LLC/CA's DFAU Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 5,000 shares worth $258K. The stake represents 0.04% of the portfolio and ranks #248 among its holdings.

526 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 5,000 shares of Dimensional US Core Equity Market ETF worth $258K as of Q2 2026.
  • Dimensional US Core Equity Market ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.04% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #248 holding.
  • 526 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.