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

Facet Wealth Inc’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	$614K	Buy	11,879 +583	+5%	+$29.2K	0.01%	181
2026 Q1	$510K	Buy	11,296 +3,042	+37%	+$143K	0.01%	173
2025 Q4	$396K	Buy	8,254 +1,596	+24%	+$74K	0.01%	182
2025 Q3	$305K	Hold	6,658	–	–	0.01%	160
2025 Q2	$289K	Sell	6,658 -571	-8%	-$22.4K	0.01%	137
2025 Q1	$279K	Hold	7,229	–	–	0.01%	114
2024 Q4	$301K	Buy	7,229 +642	+10%	+$26.2K	0.01%	112
2024 Q3	$260K	Hold	6,587	–	–	0.01%	120
2024 Q2	$248K	Hold	6,587	–	–	0.01%	118
2024 Q1	$237K	Buy	+6,587	New	+$228K	0.01%	105

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

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 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

Facet Wealth Inc's DFAU Position: Q2 2026 in Review

Facet Wealth Inc increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.2% in Q2 2026, buying an estimated $29.2K and bringing the position to 11,879 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #181.

Facet Wealth Inc first reported a position in DFAU in Q1 2024 and has held it in 10 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Facet Wealth Inc held 11,879 shares of Dimensional US Core Equity Market ETF worth $614K as of Q2 2026.
Facet Wealth Inc bought 583 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $29.2K.
Dimensional US Core Equity Market ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #181 holding.
Facet Wealth Inc first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.