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Chico Wealth RIA’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Chico Wealth RIA’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 		$7.73M Hold
149,602
– – 4.03% 5
2026
Q1 		$6.75M Hold
149,602
– – 4.12% 4
2025
Q4 		$7M Hold
149,602
– – 4.56% 4
2025
Q3 		$6.85M Hold
149,602
– – 4.65% 5
2025
Q2 		$6.34M Sell
149,602
-2,963
-2% -$116K 5.01% 4
2025
Q1 		$5.86M Hold
152,565
– – 5.09% 4
2024
Q4 		$6.18M Hold
152,565
– – 5.4% 4
2024
Q3 		$6.06M Sell
152,565
-2,628
-2% -$100K 5.18% 4
2024
Q2 		$5.82M Hold
155,193
– – 5.33% 4
2024
Q1 		$5.67M Hold
155,193
– – 5.36% 4
2023
Q4 		$5.16M Hold
155,193
– – 5.38% 4
2023
Q3 		$4.65M Sell
155,193
-3,175
-2% -$98.8K 5.56% 4
2023
Q2 		$4.91M Sell
158,368
-14,131
-8% -$414K 5.85% 4
2023
Q1 		$4.96M Hold
172,499
– – 6.38% 4
2022
Q4 		$4.66M Sell
172,499
-387
-0.2% -$10.5K 5.21% 4
2022
Q3 		$4.35M Sell
172,886
-52,116
-23% -$1.45M 5.05% 5
2022
Q2 		$5.95M Buy
225,002
+83,564
+59% +$2.4M 4.83% 7
2022
Q1 		$4.46M Buy
+141,438
New +$4.39M 3.57% 9

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
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
ST
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
AF
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
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

Chico Wealth RIA's DFAU Position: Q2 2026 in Review

Chico Wealth RIA held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 149,602 shares worth $7.73M. The position accounts for 4.03% of the portfolio, ranked #5.

Chico Wealth RIA first reported a position in DFAU in Q1 2022 and has held it in 18 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Chico Wealth RIA held 149,602 shares of Dimensional US Core Equity Market ETF worth $7.73M as of Q2 2026.
  • Chico Wealth RIA left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 4.03% of Chico Wealth RIA's portfolio in Q2 2026, its #5 holding.
  • Chico Wealth RIA first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.