Discipline Wealth Solutions
DFAU icon

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
Q3 		$235K Buy
+4,488
New +$236K 0.02% 183
2026
Q2 		– Sell
-6,400
Closed -$289K – 199
2026
Q1 		$289K Buy
+6,400
New +$301K 0.03% 155

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Sageworth Trust
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Allworth Financial
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AWA
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SYM Financial Corp
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Focus Partners Wealth
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MAI Capital Management
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Discipline Wealth Solutions's DFAU Position: Q3 2026 in Review

Discipline Wealth Solutions opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q3 2026: 4,488 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings. This is a return to the name: Discipline Wealth Solutions previously reported a position in DFAU as recently as Q1 2026.

Discipline Wealth Solutions first reported a position in DFAU in Q1 2026 and has held it in 2 quarters since. The position peaked at $289K in Q1 2026. 478 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Discipline Wealth Solutions held 4,488 shares of Dimensional US Core Equity Market ETF worth $235K as of Q3 2026.
  • Dimensional US Core Equity Market ETF was a new Discipline Wealth Solutions position in Q3 2026.
  • Dimensional US Core Equity Market ETF made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #183 holding.
  • Discipline Wealth Solutions first reported a position in Dimensional US Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Discipline Wealth Solutions's Dimensional US Core Equity Market ETF position peaked at $289K in Q1 2026.
  • 478 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.