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

HB 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 		$64.6M Sell
1,250,136
-28,636
-2% -$1.43M 0.36% 40
2026
Q1 		$57.7M Sell
1,278,772
-64,528
-5% -$3.03M 0.37% 40
2025
Q4 		$62.9M Sell
1,343,300
-29,449
-2% -$1.36M 0.41% 36
2025
Q3 		$62.8M Buy
1,372,749
+6,926
+0.5% +$305K 0.43% 36
2025
Q2 		$57.9M Sell
1,365,823
-335,066
-20% -$13.1M 0.46% 33
2025
Q1 		$65.4M Buy
1,700,889
+214,903
+14% +$8.72M 0.55% 30
2024
Q4 		$60.2M Buy
1,485,986
+81,240
+6% +$3.32M 0.61% 21
2024
Q3 		$55.8M Buy
1,404,746
+120,053
+9% +$4.59M 0.6% 22
2024
Q2 		$48.2M Buy
1,284,693
+85,140
+7% +$3.09M 0.56% 22
2024
Q1 		$43.8M Buy
1,199,553
+83,148
+7% +$2.88M 0.55% 22
2023
Q4 		$37.1M Buy
1,116,405
+87,715
+9% +$2.72M 0.53% 21
2023
Q3 		$30.8M Sell
1,028,690
-12,006
-1% -$374K 0.5% 23
2023
Q2 		$32.3M Sell
1,040,696
-9,090
-0.9% -$267K 0.51% 21
2023
Q1 		$30.2M Buy
1,049,786
+18,444
+2% +$521K 0.52% 18
2022
Q4 		$27.9M Buy
1,031,342
+117,322
+13% +$3.19M 0.51% 20
2022
Q3 		$23M Buy
914,020
+563,562
+161% +$15.7M 0.49% 20
2022
Q2 		$9.26M Buy
350,458
+49,999
+17% +$1.44M 0.19% 54
2022
Q1 		$9.47M Buy
300,459
+81,381
+37% +$2.53M 0.18% 55
2021
Q4 		$7.23M Buy
+219,078
New +$7.03M 0.15% 59

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

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

HB Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.2% in Q2 2026, selling an estimated $1.43M and leaving 1,250,136 shares worth $64.6M. The position accounts for 0.36% of the portfolio, ranked #40.

HB Wealth Management first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $65.4M in Q1 2025. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • HB Wealth Management held 1,250,136 shares of Dimensional US Core Equity Market ETF worth $64.6M as of Q2 2026.
  • HB Wealth Management sold 28,636 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.43M.
  • Dimensional US Core Equity Market ETF made up 0.36% of HB Wealth Management's portfolio in Q2 2026, its #40 holding.
  • HB Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Dimensional US Core Equity Market ETF position peaked at $65.4M in Q1 2025.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.