Graves Light Lenhart Wealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Graves Light Lenhart Wealth’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	$307K	Hold	5,935	–	–	0.03%	163
2026 Q1	$268K	Hold	5,935	–	–	0.03%	161
2025 Q4	$278K	Hold	5,935	–	–	0.03%	158
2025 Q3	$272K	Sell	5,935 -636	-10%	-$28K	0.03%	154
2025 Q2	$278K	Buy	6,571 +78	+1%	+$3.06K	0.03%	152
2025 Q1	$250K	Hold	6,493	–	–	0.03%	160
2024 Q4	$263K	Hold	6,493	–	–	0.03%	154
2024 Q3	$258K	Hold	6,493	–	–	0.03%	156
2024 Q2	$244K	Hold	6,493	–	–	0.03%	162
2024 Q1	$237K	Sell	6,493 -845	-12%	-$29.3K	0.03%	162
2023 Q4	$244K	Hold	7,338	–	–	0.03%	162
2023 Q3	$220K	Hold	7,338	–	–	0.03%	160
2023 Q2	$227K	Sell	7,338 -345	-4%	-$10.1K	0.03%	166
2023 Q1	$221K	Hold	7,683	–	–	0.03%	152
2022 Q4	$208K	Buy	+7,683	New	+$209K	0.03%	158
2022 Q3	–	Sell	-4,126	Closed	-$109K	–	269
2022 Q2	$109K	Buy	4,126 +2,300	+126%	+$66K	0.02%	220
2022 Q1	$58K	Hold	1,826	–	–	0.01%	338
2021 Q4	$60K	Hold	1,826	–	–	0.01%	376
2021 Q3	$55K	Buy	+1,826	New	+$56.4K	0.01%	358

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

Graves Light Lenhart Wealth's DFAU Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 5,935 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #163.

Graves Light Lenhart Wealth first reported a position in DFAU in Q3 2021 and has held it in 19 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Graves Light Lenhart Wealth held 5,935 shares of Dimensional US Core Equity Market ETF worth $307K as of Q2 2026.
Graves Light Lenhart Wealth left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #163 holding.
Graves Light Lenhart Wealth first reported a position in Dimensional US Core Equity Market ETF in Q3 2021 and has held it in 19 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.