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CWS Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

CWS Financial 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
Q2 		$277K Buy
5,361
+451
+9% +$22.6K 0.06% 139
2026
Q1 		$222K Buy
4,910
+483
+11% +$22.7K 0.06% 143
2025
Q4 		$207K Sell
4,427
-1,654
-27% -$76.7K 0.06% 145
2025
Q3 		$278K Buy
6,081
+516
+9% +$22.7K 0.08% 119
2025
Q2 		$236K Buy
+5,565
New +$218K 0.07% 123

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

CWS Financial Advisors's DFAU Position: Q2 2026 in Review

CWS Financial Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 9.2% in Q2 2026, buying an estimated $22.6K and bringing the position to 5,361 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #139.

CWS Financial Advisors first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $278K in Q3 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • CWS Financial Advisors held 5,361 shares of Dimensional US Core Equity Market ETF worth $277K as of Q2 2026.
  • CWS Financial Advisors bought 451 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $22.6K.
  • Dimensional US Core Equity Market ETF made up 0.06% of CWS Financial Advisors's portfolio in Q2 2026, its #139 holding.
  • CWS Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
  • CWS Financial Advisors's Dimensional US Core Equity Market ETF position peaked at $278K in Q3 2025.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.