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 Q3	$9.15M	Sell	174,794 -57,392	-25%	-$3.01M	0.15%	63
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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFAU Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 25% in Q3 2026, selling an estimated $3.01M and leaving 174,794 shares worth $9.15M. The position accounts for 0.15% of the portfolio, ranked #63.

Forvis Mazars Wealth Advisors first reported a position in DFAU in Q2 2022 and has held it in 18 quarters since. The position peaked at $30.8M in Q3 2024. 53 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Forvis Mazars Wealth Advisors held 174,794 shares of Dimensional US Core Equity Market ETF worth $9.15M as of Q3 2026.
Forvis Mazars Wealth Advisors sold 57,392 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $3.01M.
Dimensional US Core Equity Market ETF made up 0.15% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #63 holding.
Forvis Mazars Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 18 quarters since.
Forvis Mazars Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $30.8M in Q3 2024.
53 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.