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

HMV 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 		$4.01M Buy
77,607
+1,705
+2% +$85.3K 1.56% 19
2026
Q1 		$3.42M Buy
75,902
+210
+0.3% +$9.87K 1.61% 17
2025
Q4 		$3.54M Sell
75,692
-345
-0.5% -$16K 1.77% 17
2025
Q3 		$3.48M Hold
76,037
– – 1.91% 15
2025
Q2 		$3.22M Buy
76,037
+425
+0.6% +$16.7K 2.11% 14
2025
Q1 		$2.91M Buy
75,612
+5,270
+7% +$214K 2.31% 15
2024
Q4 		$2.85M Buy
+70,342
New +$2.87M 2.85% 11

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

HMV Wealth Advisors's DFAU Position: Q2 2026 in Review

HMV Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.2% in Q2 2026, buying an estimated $85.3K and bringing the position to 77,607 shares worth $4.01M. The position accounts for 1.56% of the portfolio, ranked #19.

HMV Wealth Advisors first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 210 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • HMV Wealth Advisors held 77,607 shares of Dimensional US Core Equity Market ETF worth $4.01M as of Q2 2026.
  • HMV Wealth Advisors bought 1,705 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $85.3K.
  • Dimensional US Core Equity Market ETF made up 1.56% of HMV Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • HMV Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 210 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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