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Andrews Lucia Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Andrews Lucia Wealth Management’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 		$6.09M Sell
117,794
-2,198
-2% -$110K 3.19% 8
2026
Q1 		$5.41M Sell
119,992
-1,722
-1% -$81K 3.24% 8
2025
Q4 		$5.7M Buy
121,714
+111
+0.1% +$5.14K 3.39% 8
2025
Q3 		$5.56M Sell
121,603
-541
-0.4% -$23.8K 3.35% 8
2025
Q2 		$5.17M Buy
122,144
+2,172
+2% +$85.1K 3.36% 8
2025
Q1 		$4.86M Buy
119,972
+16
+0% +$649 3.26% 8
2024
Q4 		$4.76M Sell
119,956
-1,701
-1% -$69.5K 3.18% 8
2024
Q3 		$4.56M Buy
121,657
+57
+0% +$2.18K 3.23% 8
2024
Q2 		$4.44M Hold
121,600
– – 3.11% 8
2024
Q1 		$4.44M Buy
121,600
+39
+0% +$1.35K 3.16% 8
2023
Q4 		$4.04M Sell
121,561
-3,617
-3% -$112K 3.12% 8
2023
Q3 		$3.75M Sell
125,178
-926
-0.7% -$28.8K 3.22% 7
2023
Q2 		$3.91M Sell
126,104
-580
-0.5% -$17K 3.25% 7
2023
Q1 		$3.64M Buy
126,684
+112
+0.1% +$3.17K 3.23% 7
2022
Q4 		$3.42M Buy
126,572
+1,148
+0.9% +$31.2K 3.18% 7
2022
Q3 		$3.15M Sell
125,424
-64,259
-34% -$1.79M 3.32% 7
2022
Q2 		$5.98M Buy
189,683
+853
+0.5% +$24.5K 5.65% 5
2022
Q1 		$6.23M Hold
188,830
– – 5.58% 5
2021
Q4 		$6.23M Buy
+188,830
New +$6.06M 5.64% 5

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
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
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

Andrews Lucia Wealth Management's DFAU Position: Q2 2026 in Review

Andrews Lucia Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.8% in Q2 2026, selling an estimated $110K and leaving 117,794 shares worth $6.09M. The position accounts for 3.19% of the portfolio, ranked #8.

Andrews Lucia Wealth Management first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.23M in Q1 2022. 272 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Andrews Lucia Wealth Management held 117,794 shares of Dimensional US Core Equity Market ETF worth $6.09M as of Q2 2026.
  • Andrews Lucia Wealth Management sold 2,198 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $110K.
  • Dimensional US Core Equity Market ETF made up 3.19% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Andrews Lucia Wealth Management's Dimensional US Core Equity Market ETF position peaked at $6.23M in Q1 2022.
  • 272 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.