Forvis Mazars Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Forvis Mazars Wealth Advisors’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	$12M	Sell	232,186 -16,098	-6%	-$806K	0.2%	55
2026 Q1	$11.2M	Sell	248,284 -53,993	-18%	-$2.54M	0.21%	54
2025 Q4	$14.1M	Sell	302,277 -26,963	-8%	-$1.25M	0.27%	46
2025 Q3	$15.1M	Sell	329,240 -47,669	-13%	-$2.1M	0.3%	46
2025 Q2	$16M	Sell	376,909 -126,685	-25%	-$4.97M	0.34%	43
2025 Q1	$19.4M	Sell	503,594 -242,814	-33%	-$9.85M	0.46%	36
2024 Q4	$30.2M	Sell	746,408 -29,013	-4%	-$1.19M	0.7%	24
2024 Q3	$30.8M	Sell	775,421 -16,314	-2%	-$623K	0.71%	27
2024 Q2	$29.7M	Buy	791,735 +16,677	+2%	+$606K	0.74%	27
2024 Q1	$28.3M	Buy	775,058 +57,668	+8%	+$2M	0.72%	27
2023 Q4	$23.9M	Buy	717,390 +45,828	+7%	+$1.42M	0.66%	29
2023 Q3	$20.1M	Buy	671,562 +59,689	+10%	+$1.86M	0.61%	30
2023 Q2	$19M	Buy	611,873 +73,346	+14%	+$2.15M	0.56%	34
2023 Q1	$15.5M	Buy	538,527 +115,023	+27%	+$3.25M	0.51%	35
2022 Q4	$11.4M	Buy	423,504 +99,318	+31%	+$2.7M	0.4%	49
2022 Q3	$8.15M	Buy	324,186 +67,043	+26%	+$1.87M	0.33%	51
2022 Q2	$6.8M	Buy	+257,143	New	+$7.38M	0.27%	57

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

Forvis Mazars Wealth Advisors's DFAU Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 6.5% in Q2 2026, selling an estimated $806K and leaving 232,186 shares worth $12M. The position accounts for 0.2% of the portfolio, ranked #55.

Forvis Mazars Wealth Advisors first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. The position peaked at $30.8M in Q3 2024. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Forvis Mazars Wealth Advisors held 232,186 shares of Dimensional US Core Equity Market ETF worth $12M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 16,098 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $806K.
Dimensional US Core Equity Market ETF made up 0.2% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Forvis Mazars Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
Forvis Mazars Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $30.8M in Q3 2024.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.