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

Dopkins Wealth Management’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
-5,861
Closed -$264K – 93
2026
Q1 		$264K Sell
5,861
-146
-2% -$6.87K 0.11% 77
2025
Q4 		$281K Sell
6,007
-211
-3% -$9.78K 0.11% 70
2025
Q3 		$285K Sell
6,218
-191
-3% -$8.41K 0.12% 68
2025
Q2 		$272K Sell
6,409
-5,442
-46% -$213K 0.12% 67
2025
Q1 		$456K Sell
11,851
-1,102
-9% -$44.7K 0.23% 53
2024
Q4 		$524K Buy
+12,953
New +$529K 0.27% 55
2024
Q3 		– Sell
-15,546
Closed -$583K – 70
2024
Q2 		$583K Sell
15,546
-2,070
-12% -$75.2K 0.35% 39
2024
Q1 		$644K Buy
17,616
+3,098
+21% +$107K 0.39% 34
2023
Q4 		$483K Sell
14,518
-3,175
-18% -$98.6K 0.38% 28
2023
Q3 		$530K Buy
17,693
+3,175
+22% +$98.8K 0.4% 31
2023
Q2 		$450K Sell
14,518
-7,000
-33% -$205K 0.4% 25
2023
Q1 		$619K Hold
21,518
– – 0.58% 19
2022
Q4 		$581K Hold
21,518
– – 0.51% 26
2022
Q3 		$541K Hold
21,518
– – 0.61% 20
2022
Q2 		$569K Sell
21,518
-1,930
-8% -$55.4K 0.61% 18
2022
Q1 		$739K Sell
23,448
-101
-0.4% -$3.14K 0.8% 15
2021
Q4 		$777K Buy
+23,549
New +$756K 0.77% 15

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

Dopkins Wealth Management's DFAU Position: Q2 2026 in Review

Dopkins Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 5,861 shares — an estimated $264K sold.

Dopkins Wealth Management first reported a position in DFAU in Q4 2021 and held it in 17 quarters. The position peaked at $777K in Q4 2021. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Dopkins Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Dopkins Wealth Management sold 5,861 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $264K.
  • Dopkins Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and held it in 17 quarters.
  • Dopkins Wealth Management's Dimensional US Core Equity Market ETF position peaked at $777K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.