AWM
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Austin Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Austin 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 		$58M Buy
1,126,791
+15,950
+1% +$798K 12.26% 1
2026
Q1 		$50.8M Sell
1,110,841
-508,136
-31% -$23.9M 11.53% 1
2025
Q4 		$76.9M Buy
1,618,977
+68,416
+4% +$3.17M 11.37% 1
2025
Q3 		$71M Buy
1,550,561
+49,602
+3% +$2.19M 11.13% 1
2025
Q2 		$65.1M Buy
1,500,959
+474,866
+46% +$18.6M 11.57% 1
2025
Q1 		$38.5M Buy
1,026,093
+167,506
+20% +$6.8M 7.71% 1
2024
Q4 		$35.6M Buy
858,587
+150,535
+21% +$6.15M 7.37% 2
2024
Q3 		$27.8M Buy
708,052
+72,902
+11% +$2.78M 6.1% 4
2024
Q2 		$24.4M Buy
635,150
+59,051
+10% +$2.15M 5.71% 4
2024
Q1 		$21.2M Buy
576,099
+83,847
+17% +$2.9M 5.25% 4
2023
Q4 		$17.1M Buy
492,252
+137,570
+39% +$4.27M 4.59% 6
2023
Q3 		$11.2M Buy
+354,682
New +$11M 3.47% 7

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

Austin Wealth Management's DFAU Position: Q2 2026 in Review

Austin Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.4% in Q2 2026, buying an estimated $798K and bringing the position to 1,126,791 shares worth $58M. The position accounts for 12.26% of the portfolio, ranked #1.

Austin Wealth Management first reported a position in DFAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $76.9M in Q4 2025. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Austin Wealth Management held 1,126,791 shares of Dimensional US Core Equity Market ETF worth $58M as of Q2 2026.
  • Austin Wealth Management bought 15,950 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $798K.
  • Dimensional US Core Equity Market ETF made up 12.26% of Austin Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Austin Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Austin Wealth Management's Dimensional US Core Equity Market ETF position peaked at $76.9M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.