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

Evoke 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 		– Sell
-2,537,064
Closed -$114M – 153
2026
Q1 		$114M Buy
2,537,064
+134,302
+6% +$6.32M 2.06% 12
2025
Q4 		$112M Buy
2,402,762
+359,768
+18% +$16.7M 2.1% 12
2025
Q3 		$93.5M Buy
2,042,994
+35,087
+2% +$1.55M 1.89% 15
2025
Q2 		$85.1M Buy
2,007,907
+146,365
+8% +$5.74M 1.95% 13
2025
Q1 		$71.6M Buy
1,861,542
+121,840
+7% +$4.94M 1.87% 14
2024
Q4 		$70.4M Buy
1,739,702
+109,992
+7% +$4.49M 1.96% 14
2024
Q3 		$64.7M Buy
+1,629,710
New +$62.2M 1.76% 16
2024
Q2 		– Sell
-1,327,786
Closed -$48.5M – 174
2024
Q1 		$48.5M Buy
+1,327,786
New +$46M 1.44% 18
2023
Q4 		– Sell
-1,137,192
Closed -$34.1M – 157
2023
Q3 		$34.1M Buy
1,137,192
+20,852
+2% +$649K 1.2% 20
2023
Q2 		$34.6M Buy
1,116,340
+59,123
+6% +$1.73M 1.2% 21
2023
Q1 		$30.4M Sell
1,057,217
-69,716
-6% -$1.97M 1.11% 21
2022
Q4 		$30.4M Buy
1,126,933
+114,691
+11% +$3.12M 1.1% 22
2022
Q3 		$25.5M Buy
1,012,242
+37,372
+4% +$1.04M 1.03% 19
2022
Q2 		$25.8M Buy
974,870
+202,241
+26% +$5.81M 0.95% 22
2022
Q1 		$24.4M Buy
772,629
+168,334
+28% +$5.23M 0.8% 26
2021
Q4 		$19.9M Buy
604,295
+156,120
+35% +$5.01M 0.63% 29
2021
Q3 		$13.5M Buy
448,175
+118,234
+36% +$3.65M 0.51% 25
2021
Q2 		$9.97M Buy
329,941
+191,852
+139% +$5.67M 0.38% 40
2021
Q1 		$3.89M Buy
138,089
+101,231
+275% +$2.77M 0.18% 78
2020
Q4 		$969K Buy
+36,858
New +$945K 0.07% 99

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

Evoke Wealth's DFAU Position: Q2 2026 in Review

Evoke Wealth sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 2,537,064 shares — an estimated $114M sold.

Evoke Wealth first reported a position in DFAU in Q4 2020 and held it in 20 quarters. The position peaked at $114M in Q1 2026. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Evoke Wealth reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,537,064 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $114M.
  • Evoke Wealth first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and held it in 20 quarters.
  • Evoke Wealth's Dimensional US Core Equity Market ETF position peaked at $114M in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.