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

Cornerstone 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 		$419K Buy
8,105
+189
+2% +$9.46K 0.02% 533
2026
Q1 		$357K Buy
7,916
+1,295
+20% +$60.9K 0.02% 530
2025
Q4 		$310K Buy
6,621
+899
+16% +$41.7K 0.02% 534
2025
Q3 		$262K Sell
5,722
-171
-3% -$7.53K 0.01% 567
2025
Q2 		$250K Buy
5,893
+15
+0.3% +$588 0.02% 561
2025
Q1 		$226K Buy
5,878
+668
+13% +$27.1K 0.02% 551
2024
Q4 		$211K Buy
+5,210
New +$213K 0.01% 552

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

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

Cornerstone Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.4% in Q2 2026, buying an estimated $9.46K and bringing the position to 8,105 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #533.

Cornerstone Wealth Management first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Cornerstone Wealth Management held 8,105 shares of Dimensional US Core Equity Market ETF worth $419K as of Q2 2026.
  • Cornerstone Wealth Management bought 189 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $9.46K.
  • Dimensional US Core Equity Market ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Cornerstone Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.