180 Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

180 Wealth Advisors’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	$4.78M	Buy	92,471 +2,215	+2%	+$111K	0.48%	51
2026 Q1	$4.07M	Buy	90,256 +926	+1%	+$43.5K	0.46%	52
2025 Q4	$4.18M	Buy	89,330 +2,472	+3%	+$115K	0.48%	46
2025 Q3	$3.97M	Buy	86,858 +1,504	+2%	+$66.3K	0.48%	44
2025 Q2	$3.62M	Buy	85,354 +3,769	+5%	+$148K	0.5%	44
2025 Q1	$3.14M	Buy	81,585 +535	+0.7%	+$21.7K	0.5%	46
2024 Q4	$3.28M	Buy	81,050 +2,235	+3%	+$91.3K	0.51%	47
2024 Q3	$3.13M	Buy	78,815 +4,261	+6%	+$163K	0.49%	50
2024 Q2	$2.86M	Buy	74,554 +4,706	+7%	+$171K	0.47%	53
2024 Q1	$2.55M	Buy	69,848 +4,671	+7%	+$162K	0.46%	58
2023 Q4	$2.15M	Buy	65,177 +3,699	+6%	+$115K	0.43%	62
2023 Q3	$1.84M	Buy	61,478 +598	+1%	+$18.6K	0.41%	69
2023 Q2	$1.89M	Buy	60,880 +4,070	+7%	+$119K	0.41%	68
2023 Q1	$1.63M	Buy	56,810 +5,652	+11%	+$160K	0.38%	72
2022 Q4	$1.47M	Buy	51,158 +25,508	+99%	+$693K	0.35%	82
2022 Q3	$645K	Buy	25,650 +17,696	+222%	+$493K	0.18%	116
2022 Q2	$212K	Buy	+7,954	New	+$228K	0.05%	325

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

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 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

180 Wealth Advisors's DFAU Position: Q2 2026 in Review

180 Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.5% in Q2 2026, buying an estimated $111K and bringing the position to 92,471 shares worth $4.78M. The position accounts for 0.48% of the portfolio, ranked #51.

180 Wealth Advisors first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

180 Wealth Advisors held 92,471 shares of Dimensional US Core Equity Market ETF worth $4.78M as of Q2 2026.
180 Wealth Advisors bought 2,215 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $111K.
Dimensional US Core Equity Market ETF made up 0.48% of 180 Wealth Advisors's portfolio in Q2 2026, its #51 holding.
180 Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.