XY Planning Network’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

XY Planning Network’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 Q3	$14.2M	Buy	271,683 +230,040	+552%	+$12.1M	1.53%	10
2026 Q2	$2.15M	Buy	41,643 +12,685	+44%	+$635K	0.27%	84
2026 Q1	$1.32M	Buy	28,958 +257	+0.9%	+$12.1K	0.21%	104
2025 Q4	$1.34M	Buy	28,701 +17,761	+162%	+$823K	0.23%	102
2025 Q3	$463K	Hold	10,940	–	–	0.16%	115
2025 Q2	$463K	Buy	+10,940	New	+$429K	0.16%	115

Other funds holding DFAU

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

XY Planning Network's DFAU Position: Q3 2026 in Review

XY Planning Network increased its Dimensional US Core Equity Market ETF (DFAU) stake by 552% in Q3 2026, buying an estimated $12.1M and bringing the position to 271,683 shares worth $14.2M. The position accounts for 1.53% of the portfolio, ranked #10.

XY Planning Network first reported a position in DFAU in Q2 2025 and has held it in 6 quarters since. 202 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

XY Planning Network held 271,683 shares of Dimensional US Core Equity Market ETF worth $14.2M as of Q3 2026.
XY Planning Network bought 230,040 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $12.1M.
Dimensional US Core Equity Market ETF made up 1.53% of XY Planning Network's portfolio in Q3 2026, its #10 holding.
XY Planning Network first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 6 quarters since.
202 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.