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

ARS Wealth Advisors Group’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	$406K	Buy	7,850 +1,890	+32%	+$94.6K	0.03%	156
2026 Q1	$269K	Hold	5,960	–	–	0.02%	178
2025 Q4	$279K	Hold	5,960	–	–	0.03%	154
2025 Q3	$273K	Hold	5,960	–	–	0.03%	152
2025 Q2	$252K	Hold	5,960	–	–	0.03%	154
2025 Q1	$229K	Hold	5,960	–	–	0.03%	144
2024 Q4	$241K	Hold	5,960	–	–	0.03%	141
2024 Q3	$237K	Hold	5,960	–	–	0.03%	154
2024 Q2	$223K	Hold	5,960	–	–	0.03%	150
2024 Q1	$218K	Buy	+5,960	New	+$206K	0.03%	159
2023 Q2	–	Sell	-6,954	Closed	-$200K	–	143
2023 Q1	$200K	Sell	6,954 -1,086	-14%	-$30.7K	0.04%	118
2022 Q4	$217K	Buy	+8,040	New	+$219K	0.04%	127

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

ARS Wealth Advisors Group's DFAU Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 32% in Q2 2026, buying an estimated $94.6K and bringing the position to 7,850 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #156.

ARS Wealth Advisors Group first reported a position in DFAU in Q4 2022 and has held it in 12 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

ARS Wealth Advisors Group held 7,850 shares of Dimensional US Core Equity Market ETF worth $406K as of Q2 2026.
ARS Wealth Advisors Group bought 1,890 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $94.6K.
Dimensional US Core Equity Market ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #156 holding.
ARS Wealth Advisors Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 12 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.