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

Cherrydale 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	$12.8M	Sell	247,700 -278	-0.1%	-$13.9K	3.35%	8
2026 Q1	$11.2M	Sell	247,978 -2,261	-0.9%	-$106K	3.46%	8
2025 Q4	$11.7M	Buy	250,239 +170	+0.1%	+$7.88K	3.55%	7
2025 Q3	$11.4M	Sell	250,069 -1,894	-0.8%	-$83.4K	3.6%	7
2025 Q2	$10.7M	Buy	251,963 +6,858	+3%	+$269K	3.71%	7
2025 Q1	$9.42M	Buy	245,105 +1,110	+0.5%	+$45K	3.73%	8
2024 Q4	$9.88M	Buy	243,995 +913	+0.4%	+$37.3K	3.82%	7
2024 Q3	$9.65M	Buy	243,082 +8,697	+4%	+$332K	3.94%	7
2024 Q2	$8.79M	Sell	234,385 -3,530	-1%	-$128K	3.85%	7
2024 Q1	$8.69M	Sell	237,915 -13,313	-5%	-$461K	4.07%	7
2023 Q4	$8.35M	Buy	251,228 +1,596	+0.6%	+$49.5K	4.36%	7
2023 Q3	$7.48M	Buy	249,632 +39,759	+19%	+$1.24M	4.45%	7
2023 Q2	$6.5M	Sell	209,873 -9,144	-4%	-$268K	4.54%	7
2023 Q1	$6.3M	Buy	219,017 +13,468	+7%	+$381K	4.77%	7
2022 Q4	$5.55M	Buy	205,549 +55,745	+37%	+$1.52M	4.6%	7
2022 Q3	$3.77M	Buy	149,804 +38,719	+35%	+$1.08M	3.48%	10
2022 Q2	$2.94M	Buy	+111,085	New	+$3.19M	2.69%	10

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

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

Cherrydale Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.11% in Q2 2026, selling an estimated $13.9K and leaving 247,700 shares worth $12.8M. The position accounts for 3.35% of the portfolio, ranked #8.

Cherrydale Wealth Management first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. 599 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Cherrydale Wealth Management held 247,700 shares of Dimensional US Core Equity Market ETF worth $12.8M as of Q2 2026.
Cherrydale Wealth Management sold 278 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $13.9K.
Dimensional US Core Equity Market ETF made up 3.35% of Cherrydale Wealth Management's portfolio in Q2 2026, its #8 holding.
Cherrydale Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
599 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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