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Pandowealth. LLC’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Pandowealth. LLC’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 		$61.1M Buy
1,499,476
+19,548
+1% +$978K 49.54% 1
2026
Q1 		$54.7M Buy
1,479,928
+66,247
+5% +$3.12M 47% 1
2025
Q4 		$51M Buy
+1,413,681
New +$65.5M 46.11% 1

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
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 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
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

Pandowealth. LLC's DFAU Position: Q2 2026 in Review

Pandowealth. LLC increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.3% in Q2 2026, buying an estimated $978K and bringing the position to 1,499,476 shares worth $61.1M. The position accounts for 49.54% of the portfolio, ranked #1.

Pandowealth. LLC first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Pandowealth. LLC held 1,499,476 shares of Dimensional US Core Equity Market ETF worth $61.1M as of Q2 2026.
  • Pandowealth. LLC bought 19,548 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $978K.
  • Dimensional US Core Equity Market ETF made up 49.54% of Pandowealth. LLC's portfolio in Q2 2026, its #1 holding.
  • Pandowealth. LLC first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Pandowealth. LLC's 13F filing for Q2 2026, filed 7 Aug 2026.