Axis Wealth Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Axis Wealth Partners’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	$665K	Buy	12,864 +6	+0%	+$300	0.32%	84
2026 Q1	$580K	Sell	12,858 -330	-3%	-$15.5K	0.31%	86
2025 Q4	$617K	Sell	13,188 -45	-0.3%	-$2.09K	0.34%	79
2025 Q3	$606K	Buy	13,233 +393	+3%	+$17.3K	0.35%	77
2025 Q2	$544K	Sell	12,840 -250	-2%	-$9.8K	0.36%	80
2025 Q1	$503K	Sell	13,090 -743	-5%	-$30.1K	0.37%	78
2024 Q4	$560K	Buy	+13,833	New	+$565K	0.47%	58

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

Axis Wealth Partners's DFAU Position: Q2 2026 in Review

Axis Wealth Partners increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.05% in Q2 2026, buying an estimated $300 and bringing the position to 12,864 shares worth $665K. The position accounts for 0.32% of the portfolio, ranked #84.

Axis Wealth Partners first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Axis Wealth Partners held 12,864 shares of Dimensional US Core Equity Market ETF worth $665K as of Q2 2026.
Axis Wealth Partners bought 6 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $300.
Dimensional US Core Equity Market ETF made up 0.32% of Axis Wealth Partners's portfolio in Q2 2026, its #84 holding.
Axis Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.