EWA
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EP Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

EP Wealth Advisors’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 		$46M Sell
889,600
-15,053
-2% -$753K 0.18% 96
2026
Q1 		$40.8M Sell
904,653
-29,802
-3% -$1.4M 0.2% 84
2025
Q4 		$43.7M Buy
+934,455
New +$43.3M 0.23% 72
2025
Q2 		$456K Buy
10,764
+2,222
+26% +$87.1K ﹤0.01% 814
2025
Q1 		$328K Buy
8,542
+5,909
+224% +$240K ﹤0.01% 870
2024
Q4 		$107K Sell
2,633
-451
-15% -$18.4K ﹤0.01% 1199
2024
Q3 		$122K Sell
3,084
-490
-14% -$18.7K ﹤0.01% 1120
2024
Q2 		$134K Buy
+3,574
New +$130K ﹤0.01% 804

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

EP Wealth Advisors's DFAU Position: Q2 2026 in Review

EP Wealth Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.7% in Q2 2026, selling an estimated $753K and leaving 889,600 shares worth $46M. The position accounts for 0.18% of the portfolio, ranked #96.

EP Wealth Advisors first reported a position in DFAU in Q2 2024 and has held it in 8 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • EP Wealth Advisors held 889,600 shares of Dimensional US Core Equity Market ETF worth $46M as of Q2 2026.
  • EP Wealth Advisors sold 15,053 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $753K.
  • Dimensional US Core Equity Market ETF made up 0.18% of EP Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • EP Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and has held it in 8 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.