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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KA
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

XY Planning Network's DFAU Position: Q2 2026 in Review

XY Planning Network increased its Dimensional US Core Equity Market ETF (DFAU) stake by 44% in Q2 2026, buying an estimated $635K and bringing the position to 41,643 shares worth $2.15M. The position accounts for 0.27% of the portfolio, ranked #84.

XY Planning Network first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. 210 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • XY Planning Network held 41,643 shares of Dimensional US Core Equity Market ETF worth $2.15M as of Q2 2026.
  • XY Planning Network bought 12,685 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $635K.
  • Dimensional US Core Equity Market ETF made up 0.27% of XY Planning Network's portfolio in Q2 2026, its #84 holding.
  • XY Planning Network first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 210 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.