DW
DFAU icon

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

Dodds Wealth’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 		$6.35M Sell
122,830
-6,663
-5% -$333K 1.43% 12
2026
Q1 		$5.84M Sell
129,493
-379
-0.3% -$17.8K 1.43% 11
2025
Q4 		$6.08M Buy
129,872
+230
+0.2% +$10.7K 1.49% 11
2025
Q3 		$5.93M Sell
129,642
-189
-0.1% -$8.33K 1.47% 11
2025
Q2 		$5.5M Buy
129,831
+1,225
+1% +$48K 1.47% 11
2025
Q1 		$4.94M Buy
128,606
+37,130
+41% +$1.51M 1.61% 11
2024
Q4 		$3.84M Buy
91,476
+257
+0.3% +$10.5K 1.24% 15
2024
Q3 		$3.63M Buy
91,219
+158
+0.2% +$6.04K 1.21% 15
2024
Q2 		$3.47M Sell
91,061
-884
-1% -$32.1K 1.36% 14
2024
Q1 		$3.36M Buy
91,945
+18,801
+26% +$651K 1.37% 13
2023
Q4 		$2.43M Buy
+73,144
New +$2.27M 1.25% 16

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

Dodds Wealth's DFAU Position: Q2 2026 in Review

Dodds Wealth reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 5.1% in Q2 2026, selling an estimated $333K and leaving 122,830 shares worth $6.35M. The position accounts for 1.43% of the portfolio, ranked #12.

Dodds Wealth first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 599 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Dodds Wealth held 122,830 shares of Dimensional US Core Equity Market ETF worth $6.35M as of Q2 2026.
  • Dodds Wealth sold 6,663 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $333K.
  • Dimensional US Core Equity Market ETF made up 1.43% of Dodds Wealth's portfolio in Q2 2026, its #12 holding.
  • Dodds Wealth first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 599 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.