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

Aquire 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 		$187M Buy
3,613,432
+195,004
+6% +$9.76M 42.81% 1
2026
Q1 		$154M Buy
3,418,428
+102,457
+3% +$4.82M 40.53% 1
2025
Q4 		$155M Sell
3,315,971
-289,397
-8% -$13.4M 40.35% 1
2025
Q3 		$165M Buy
3,605,368
+143,579
+4% +$6.33M 40.6% 1
2025
Q2 		$147M Sell
3,461,789
-295,494
-8% -$11.6M 39.41% 1
2025
Q1 		$144M Buy
3,757,283
+140,869
+4% +$5.71M 44.45% 1
2024
Q4 		$146M Buy
3,616,414
+121,187
+3% +$4.95M 45.35% 1
2024
Q3 		$139M Buy
3,495,227
+125,737
+4% +$4.8M 43.55% 1
2024
Q2 		$126M Buy
3,369,490
+140,081
+4% +$5.09M 42.43% 1
2024
Q1 		$118M Buy
3,229,409
+84,558
+3% +$2.93M 41.24% 1
2023
Q4 		$105M Buy
3,144,851
+73,206
+2% +$2.27M 39.76% 1
2023
Q3 		$92M Buy
3,071,645
+46,081
+2% +$1.43M 38.36% 1
2023
Q2 		$93.8M Buy
3,025,564
+247,773
+9% +$7.27M 37.41% 1
2023
Q1 		$79.9M Buy
2,777,791
+418,130
+18% +$11.8M 34.97% 1
2022
Q4 		$63.8M Buy
2,359,661
+725,651
+44% +$19.7M 31.72% 1
2022
Q3 		$41.1M Buy
1,634,010
+210,429
+15% +$5.86M 23.86% 1
2022
Q2 		$37.6M Sell
1,423,581
-91,338
-6% -$2.62M 21.96% 1
2022
Q1 		$47.8M Buy
1,514,919
+124,478
+9% +$3.87M 25.43% 1
2021
Q4 		$45.9M Buy
+1,390,441
New +$44.6M 24.02% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Aquire Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.7% in Q2 2026, buying an estimated $9.76M and bringing the position to 3,613,432 shares worth $187M. The position accounts for 42.81% of the portfolio, ranked #1.

Aquire Wealth Advisors first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Aquire Wealth Advisors held 3,613,432 shares of Dimensional US Core Equity Market ETF worth $187M as of Q2 2026.
  • Aquire Wealth Advisors bought 195,004 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $9.76M.
  • Dimensional US Core Equity Market ETF made up 42.81% of Aquire Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Aquire Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.