FFWA
DFAU icon

Forthright Family Wealth Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Forthright Family Wealth Advisory’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 		$1.8M Sell
34,823
-12,530
-26% -$627K 1.02% 23
2026
Q1 		$1.73M Buy
47,353
+12,628
+36% +$594K 1.16% 23
2025
Q4 		$1.63M Buy
34,725
+446
+1% +$20.7K 1.02% 21
2025
Q3 		$1.57M Buy
34,279
+12
+0% +$529 0.96% 24
2025
Q2 		$1.45M Sell
34,267
-75
-0.2% -$2.94K 0.92% 22
2025
Q1 		$1.32M Hold
34,342
– – 0.87% 23
2024
Q4 		$1.39M Sell
34,342
-1,933
-5% -$79K 0.9% 21
2024
Q3 		$1.54M Sell
36,275
-11,078
-23% -$423K 0.99% 20
2024
Q2 		$1.78M Hold
47,353
– – 1.14% 22
2024
Q1 		$1.73M Buy
47,353
+5,836
+14% +$202K 1.16% 23
2023
Q4 		$1.38M Buy
+41,517
New +$1.29M 1.08% 21

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Forthright Family Wealth Advisory's DFAU Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 26% in Q2 2026, selling an estimated $627K and leaving 34,823 shares worth $1.8M. The position accounts for 1.02% of the portfolio, ranked #23.

Forthright Family Wealth Advisory first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 150 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Forthright Family Wealth Advisory held 34,823 shares of Dimensional US Core Equity Market ETF worth $1.8M as of Q2 2026.
  • Forthright Family Wealth Advisory sold 12,530 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $627K.
  • Dimensional US Core Equity Market ETF made up 1.02% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #23 holding.
  • Forthright Family Wealth Advisory first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 150 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.