ZF
DFAU icon

Zhang Financial’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Zhang Financial’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 		$35.6M Sell
688,300
-20,533
-3% -$1.03M 1.04% 18
2026
Q1 		$32M Buy
708,833
+35,264
+5% +$1.66M 1.11% 21
2025
Q4 		$31.5M Buy
673,569
+17,657
+3% +$818K 1.18% 20
2025
Q3 		$30M Buy
655,912
+28,894
+5% +$1.27M 1.22% 18
2025
Q2 		$26.6M Buy
627,018
+180,210
+40% +$7.06M 1.23% 18
2025
Q1 		$17.2M Buy
446,808
+31,999
+8% +$1.3M 0.91% 24
2024
Q4 		$16.8M Buy
414,809
+2,236
+0.5% +$91.3K 0.96% 21
2024
Q3 		$16.4M Buy
412,573
+966
+0.2% +$36.9K 1.03% 20
2024
Q2 		$15.4M Buy
411,607
+414
+0.1% +$15K 1.08% 19
2024
Q1 		$15M Buy
411,193
+3,042
+0.7% +$105K 1.11% 18
2023
Q4 		$13.6M Sell
408,151
-8,749
-2% -$272K 1.17% 18
2023
Q3 		$12.5M Sell
416,900
-1,098
-0.3% -$34.2K 1.27% 18
2023
Q2 		$13M Sell
417,998
-23,907
-5% -$701K 1.33% 18
2023
Q1 		$12.7M Sell
441,905
-7,119
-2% -$201K 1.45% 18
2022
Q4 		$12.1M Buy
449,024
+76,052
+20% +$2.07M 1.55% 17
2022
Q3 		$9.38M Buy
372,972
+152,767
+69% +$4.25M 1.41% 15
2022
Q2 		$5.82M Buy
+220,205
New +$6.32M 0.93% 21

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

Zhang Financial's DFAU Position: Q2 2026 in Review

Zhang Financial reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.9% in Q2 2026, selling an estimated $1.03M and leaving 688,300 shares worth $35.6M. The position accounts for 1.04% of the portfolio, ranked #18.

Zhang Financial first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Zhang Financial held 688,300 shares of Dimensional US Core Equity Market ETF worth $35.6M as of Q2 2026.
  • Zhang Financial sold 20,533 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional US Core Equity Market ETF made up 1.04% of Zhang Financial's portfolio in Q2 2026, its #18 holding.
  • Zhang Financial first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.