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

FMB 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	$11.2M	Sell	216,757 -677	-0.3%	-$33.9K	4.12%	7
2026 Q1	$9.81M	Sell	217,434 -630	-0.3%	-$29.6K	4.06%	7
2025 Q4	$10.2M	Buy	218,064 +872	+0.4%	+$40.4K	4.03%	6
2025 Q3	$9.94M	Sell	217,192 -1,078	-0.5%	-$47.5K	4.21%	6
2025 Q2	$9.25M	Sell	218,270 -10,613	-5%	-$416K	4.4%	6
2025 Q1	$8.8M	Buy	228,883 +24,038	+12%	+$975K	4.87%	6
2024 Q4	$8.29M	Buy	204,845 +6,071	+3%	+$248K	4.67%	5
2024 Q3	$7.89M	Sell	198,774 -435	-0.2%	-$16.6K	4.46%	5
2024 Q2	$7.47M	Sell	199,209 -345	-0.2%	-$12.5K	5.68%	3
2024 Q1	$7.29M	Buy	199,554 +3,509	+2%	+$122K	5.82%	3
2023 Q4	$6.52M	Sell	196,045 -3,894	-2%	-$121K	5.96%	3
2023 Q3	$5.99M	Buy	199,939 +20,811	+12%	+$648K	6.43%	3
2023 Q2	$5.55M	Buy	179,128 +67,351	+60%	+$1.97M	5.89%	3
2023 Q1	$3.22M	Buy	111,777 +2,066	+2%	+$58.4K	3.84%	9
2022 Q4	$2.96M	Buy	+109,711	New	+$2.98M	3.82%	9

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

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

FMB Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.31% in Q2 2026, selling an estimated $33.9K and leaving 216,757 shares worth $11.2M. The position accounts for 4.12% of the portfolio, ranked #7.

FMB Wealth Management first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

FMB Wealth Management held 216,757 shares of Dimensional US Core Equity Market ETF worth $11.2M as of Q2 2026.
FMB Wealth Management sold 677 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $33.9K.
Dimensional US Core Equity Market ETF made up 4.12% of FMB Wealth Management's portfolio in Q2 2026, its #7 holding.
FMB Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.