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Discipline Wealth Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Discipline Wealth Solutions’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 		– Sell
-6,400
Closed -$289K – 199
2026
Q1 		$289K Buy
+6,400
New +$301K 0.03% 155

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

Discipline Wealth Solutions's DFAU Position: Q2 2026 in Review

Discipline Wealth Solutions sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 6,400 shares — an estimated $289K sold.

Discipline Wealth Solutions first reported a position in DFAU in Q1 2026 and held it in 1 quarter. The position peaked at $289K in Q1 2026. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Discipline Wealth Solutions reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Discipline Wealth Solutions sold 6,400 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $289K.
  • Discipline Wealth Solutions first reported a position in Dimensional US Core Equity Market ETF in Q1 2026 and held it in 1 quarter.
  • Discipline Wealth Solutions's Dimensional US Core Equity Market ETF position peaked at $289K in Q1 2026.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.