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

FinDec Wealth Services’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	$10.5M	Sell	202,390 -12,272	-6%	-$614K	12.36%	4
2026 Q1	$9.69M	Sell	214,662 -31,508	-13%	-$1.48M	11.84%	4
2025 Q4	$11.5M	Sell	246,170 -17,753	-7%	-$823K	12.36%	4
2025 Q3	$12.1M	Sell	263,923 -18,178	-6%	-$801K	12.5%	4
2025 Q2	$11.9M	Sell	282,101 -30,970	-10%	-$1.21M	12.5%	3
2025 Q1	$12M	Buy	313,071 +37,715	+14%	+$1.53M	11.9%	3
2024 Q4	$11.1M	Sell	275,356 -54,607	-17%	-$2.23M	7.74%	3
2024 Q3	$13.1M	Buy	329,963 +2,524	+0.8%	+$96.4K	7.6%	3
2024 Q2	$12.3M	Sell	327,439 -5,752	-2%	-$209K	7.75%	3
2024 Q1	$12.2M	Sell	333,191 -4,962	-1%	-$172K	7.65%	2
2023 Q4	$11.2M	Buy	338,153 +28,920	+9%	+$898K	7.51%	2
2023 Q3	$9.26M	Buy	309,233 +6,651	+2%	+$207K	6.69%	3
2023 Q2	$9.38M	Buy	302,582 +2,818	+0.9%	+$82.6K	6.56%	3
2023 Q1	$8.62M	Sell	299,764 -67,167	-18%	-$1.9M	6.52%	3
2022 Q4	$9.91M	Buy	+366,931	New	+$9.97M	8.19%	3

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

FinDec Wealth Services's DFAU Position: Q2 2026 in Review

FinDec Wealth Services reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 5.7% in Q2 2026, selling an estimated $614K and leaving 202,390 shares worth $10.5M. The position accounts for 12.36% of the portfolio, ranked #4.

FinDec Wealth Services first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.1M in Q3 2024. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

FinDec Wealth Services held 202,390 shares of Dimensional US Core Equity Market ETF worth $10.5M as of Q2 2026.
FinDec Wealth Services sold 12,272 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $614K.
Dimensional US Core Equity Market ETF made up 12.36% of FinDec Wealth Services's portfolio in Q2 2026, its #4 holding.
FinDec Wealth Services first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
FinDec Wealth Services's Dimensional US Core Equity Market ETF position peaked at $13.1M in Q3 2024.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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