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

Grand 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 		– Sell
-1,050
Closed -$47.4K – 53
2026
Q1 		$47.4K Hold
1,050
– – 0.02% 62
2025
Q4 		$49.1K Hold
1,050
– – 0.02% 55
2025
Q3 		$48K Buy
1,050
+19
+2% +$837 0.02% 53
2025
Q2 		$43.7K Sell
1,031
-1,690
-62% -$66.2K 0.02% 54
2025
Q1 		$105K Buy
+2,721
New +$110K 0.06% 45

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
AF
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
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

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

Grand Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 1,050 shares — an estimated $47.4K sold.

Grand Wealth Management first reported a position in DFAU in Q1 2025 and held it in 5 quarters. The position peaked at $105K in Q1 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Grand Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Grand Wealth Management sold 1,050 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $47.4K.
  • Grand Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and held it in 5 quarters.
  • Grand Wealth Management's Dimensional US Core Equity Market ETF position peaked at $105K in Q1 2025.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.