Delap Wealth Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Delap Wealth Advisory’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	$579K	Hold	11,209	–	–	0.2%	55
2026 Q1	$506K	Hold	11,209	–	–	0.19%	54
2025 Q4	$525K	Hold	11,209	–	–	0.2%	55
2025 Q3	$514K	Hold	11,209	–	–	0.22%	48
2025 Q2	$475K	Buy	+11,209	New	+$439K	0.23%	42

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

Delap Wealth Advisory's DFAU Position: Q2 2026 in Review

Delap Wealth Advisory held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 11,209 shares worth $579K. The position accounts for 0.2% of the portfolio, ranked #55.

Delap Wealth Advisory first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Delap Wealth Advisory held 11,209 shares of Dimensional US Core Equity Market ETF worth $579K as of Q2 2026.
Delap Wealth Advisory left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.2% of Delap Wealth Advisory's portfolio in Q2 2026, its #55 holding.
Delap Wealth Advisory first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.