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

Axxcess 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	$3.72M	Buy	+71,884	New	+$3.6M	0.06%	282
2026 Q1	–	Sell	-85,659	Closed	-$4.01M	–	528
2025 Q4	$4.01M	Sell	85,659 -4,850	-5%	-$225K	0.07%	249
2025 Q3	$4.14M	Sell	90,509 -39,945	-31%	-$1.76M	0.09%	183
2025 Q2	$5.53M	Sell	130,454 -20,629	-14%	-$809K	0.13%	140
2025 Q1	$5.81M	Buy	+151,083	New	+$6.13M	0.15%	121
2024 Q4	–	Sell	-9,279	Closed	-$368K	–	870
2024 Q3	$368K	Buy	9,279 +25	+0.3%	+$955	0.01%	634
2024 Q2	$347K	Buy	9,254 +26	+0.3%	+$945	0.01%	611
2024 Q1	$337K	Buy	+9,228	New	+$320K	0.01%	637

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

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

Axxcess Wealth Management opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 71,884 shares worth $3.72M. The stake represents 0.06% of the portfolio and ranks #282 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DFAU as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DFAU in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.81M in Q1 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Axxcess Wealth Management held 71,884 shares of Dimensional US Core Equity Market ETF worth $3.72M as of Q2 2026.
Dimensional US Core Equity Market ETF was a new Axxcess Wealth Management position in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #282 holding.
Axxcess Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and has held it in 8 quarters since.
Axxcess Wealth Management's Dimensional US Core Equity Market ETF position peaked at $5.81M in Q1 2025.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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