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

Cascade Wealth Advisors’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 Q3	$1.03M	Buy	20,221 +279	+1%	+$14.7K	0.43%	34
2026 Q2	$1.07M	Hold	19,942	–	–	0.43%	34
2026 Q1	$1.01M	Hold	19,942	–	–	0.44%	32
2025 Q4	$957K	Sell	19,942 -1	-0%	-$46	0.44%	31
2025 Q3	$930K	Sell	19,943 -23,422	-54%	-$1.03M	0.46%	29
2025 Q2	$1.89M	Buy	+43,365	New	+$1.7M	1.07%	22

Other funds holding DFAU

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Cascade Wealth Advisors's DFAU Position: Q3 2026 in Review

Cascade Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.4% in Q3 2026, buying an estimated $14.7K and bringing the position to 20,221 shares worth $1.03M. The position accounts for 0.43% of the portfolio, ranked #34.

Cascade Wealth Advisors first reported a position in DFAU in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.89M in Q2 2025. 427 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Cascade Wealth Advisors held 20,221 shares of Dimensional US Core Equity Market ETF worth $1.03M as of Q3 2026.
Cascade Wealth Advisors bought 279 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $14.7K.
Dimensional US Core Equity Market ETF made up 0.43% of Cascade Wealth Advisors's portfolio in Q3 2026, its #34 holding.
Cascade Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 6 quarters since.
Cascade Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $1.89M in Q2 2025.
427 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Cascade Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.