Great Point Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Great Point 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	$15.8M	Sell	306,263 -1,904	-0.6%	-$95.3K	2.56%	13
2026 Q1	$13.9M	Sell	308,167 -1,303	-0.4%	-$61.3K	2.57%	13
2025 Q4	$14.5M	Sell	309,470 -3,386	-1%	-$157K	2.64%	13
2025 Q3	$14.3M	Buy	+312,856	New	+$13.8M	2.69%	13
2025 Q1	$12.3M	Sell	319,687 -2,650	-0.8%	-$108K	2.66%	13
2024 Q4	$13.1M	Sell	322,337 -1,790	-0.6%	-$73.1K	2.85%	13
2024 Q3	$12.9M	Sell	324,127 -299	-0.1%	-$11.4K	2.75%	13
2024 Q2	$12.2M	Sell	324,426 -3,043	-0.9%	-$111K	2.78%	13
2024 Q1	$12M	Sell	327,469 -8,424	-3%	-$292K	2.79%	13
2023 Q4	$11.2M	Sell	335,893 -15,812	-4%	-$491K	2.9%	12
2023 Q3	$10.5M	Buy	351,705 +6,652	+2%	+$207K	3.16%	9
2023 Q2	$10.7M	Sell	345,053 -1,661	-0.5%	-$48.7K	3.21%	9
2023 Q1	$9.97M	Sell	346,714 -3,004	-0.9%	-$84.9K	3.16%	9
2022 Q4	$9.45M	Buy	349,718 +100,757	+40%	+$2.74M	3.17%	12
2022 Q3	$6.26M	Sell	248,961 -341,823	-58%	-$9.52M	2.33%	14
2022 Q2	$15.6M	Buy	+590,784	New	+$17M	5.53%	5

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

Great Point Wealth Advisors's DFAU Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.62% in Q2 2026, selling an estimated $95.3K and leaving 306,263 shares worth $15.8M. The position accounts for 2.56% of the portfolio, ranked #13.

Great Point Wealth Advisors first reported a position in DFAU in Q2 2022 and has held it in 16 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Great Point Wealth Advisors held 306,263 shares of Dimensional US Core Equity Market ETF worth $15.8M as of Q2 2026.
Great Point Wealth Advisors sold 1,904 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $95.3K.
Dimensional US Core Equity Market ETF made up 2.56% of Great Point Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Great Point Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 16 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.