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

Forteris 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 		$8.93M Buy
172,682
+9,631
+6% +$482K 7.3% 1
2026
Q1 		$7.36M Buy
163,051
+2,289
+1% +$108K 7.04% 1
2025
Q4 		$7.52M Buy
+160,762
New +$7.45M 7.41% 1

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
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

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

Forteris Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.9% in Q2 2026, buying an estimated $482K and bringing the position to 172,682 shares worth $8.93M. The position accounts for 7.3% of the portfolio, ranked #1.

Forteris Wealth Management first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Forteris Wealth Management held 172,682 shares of Dimensional US Core Equity Market ETF worth $8.93M as of Q2 2026.
  • Forteris Wealth Management bought 9,631 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $482K.
  • Dimensional US Core Equity Market ETF made up 7.3% of Forteris Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Forteris Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.