Burton Enright Welch’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Burton Enright Welch’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	$4.11M	Sell	79,505 -6,663	-8%	-$333K	0.48%	26
2026 Q1	$3.89M	Buy	86,168 +1,161	+1%	+$54.6K	0.53%	24
2025 Q4	$3.98M	Buy	85,007 +2,342	+3%	+$109K	0.56%	22
2025 Q3	$3.78M	Buy	82,665 +5	+0%	+$220	0.57%	23
2025 Q2	$3.5M	Buy	82,660 +32,571	+65%	+$1.28M	0.61%	23
2025 Q1	$1.93M	Buy	50,089 +12,787	+34%	+$519K	0.39%	31
2024 Q4	$1.51M	Sell	37,302 -48	-0.1%	-$1.96K	0.32%	34
2024 Q3	$1.48M	Sell	37,350 -2,147	-5%	-$82K	0.32%	33
2024 Q2	$1.48M	Sell	39,497 -626	-2%	-$22.7K	0.34%	32
2024 Q1	$1.47M	Sell	40,123 -907	-2%	-$31.4K	0.35%	32
2023 Q4	$1.36M	Sell	41,030 -81	-0.2%	-$2.51K	0.36%	29
2023 Q3	$1.23M	Sell	41,111 -4,504	-10%	-$140K	0.38%	26
2023 Q2	$1.41M	Sell	45,615 -926	-2%	-$27.2K	0.44%	25
2023 Q1	$1.34M	Sell	46,541 -988	-2%	-$27.9K	0.51%	24
2022 Q4	$1.28M	Sell	47,529 -64,895	-58%	-$1.76M	0.53%	23
2022 Q3	$2.83M	Sell	112,424 -4,499	-4%	-$125K	1.4%	17
2022 Q2	$3.09M	Buy	116,923 +79,302	+211%	+$2.28M	1.86%	14
2022 Q1	$1.19M	Buy	37,621 +13,780	+58%	+$428K	0.65%	23
2021 Q4	$787K	Buy	+23,841	New	+$765K	0.53%	22

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

Burton Enright Welch's DFAU Position: Q2 2026 in Review

Burton Enright Welch reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 7.7% in Q2 2026, selling an estimated $333K and leaving 79,505 shares worth $4.11M. The position accounts for 0.48% of the portfolio, ranked #26.

Burton Enright Welch 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.

Burton Enright Welch held 79,505 shares of Dimensional US Core Equity Market ETF worth $4.11M as of Q2 2026.
Burton Enright Welch sold 6,663 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $333K.
Dimensional US Core Equity Market ETF made up 0.48% of Burton Enright Welch's portfolio in Q2 2026, its #26 holding.
Burton Enright Welch 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 Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.