Glassman Wealth Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Glassman Wealth Services’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	$510K	Hold	9,860	–	–	0.06%	54
2026 Q1	$445K	Hold	9,860	–	–	0.06%	52
2025 Q4	$461K	Hold	9,860	–	–	0.06%	53
2025 Q3	$451K	Hold	9,860	–	–	0.06%	49
2025 Q2	$418K	Hold	9,860	–	–	0.06%	48
2025 Q1	$379K	Hold	9,860	–	–	0.06%	45
2024 Q4	$399K	Buy	9,860 +1,050	+12%	+$42.9K	0.07%	41
2024 Q3	$350K	Hold	8,810	–	–	0.06%	46
2024 Q2	$330K	Hold	8,810	–	–	0.06%	50
2024 Q1	$322K	Hold	8,810	–	–	0.07%	50
2023 Q4	$293K	Hold	8,810	–	–	0.04%	140
2023 Q3	$264K	Buy	8,810 +1,950	+28%	+$60.7K	0.04%	134
2023 Q2	$213K	Buy	6,860 +500	+8%	+$14.7K	0.03%	164
2023 Q1	$183K	Buy	6,360 +1,000	+19%	+$28.3K	0.03%	184
2022 Q4	$145K	Buy	+5,360	New	+$146K	0.03%	219

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 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

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Glassman Wealth Services's DFAU Position: Q2 2026 in Review

Glassman Wealth Services held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 9,860 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #54.

Glassman Wealth Services first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Glassman Wealth Services held 9,860 shares of Dimensional US Core Equity Market ETF worth $510K as of Q2 2026.
Glassman Wealth Services left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.06% of Glassman Wealth Services's portfolio in Q2 2026, its #54 holding.
Glassman Wealth Services first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.