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

JDH 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	$7.11M	Sell	137,571 -7,945	-5%	-$398K	4.33%	8
2026 Q1	$6.57M	Buy	145,516 +1,717	+1%	+$80.7K	4.43%	9
2025 Q4	$6.73M	Sell	143,799 -259	-0.2%	-$12K	4.61%	8
2025 Q3	$6.59M	Sell	144,058 -1,645	-1%	-$72.5K	4.68%	8
2025 Q2	$6.17M	Buy	145,703 +27,725	+24%	+$1.09M	4.73%	8
2025 Q1	$4.54M	Buy	117,978 +20,823	+21%	+$845K	3.89%	9
2024 Q4	$3.93M	Buy	+97,155	New	+$3.97M	3.45%	9

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

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

JDH Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 5.5% in Q2 2026, selling an estimated $398K and leaving 137,571 shares worth $7.11M. The position accounts for 4.33% of the portfolio, ranked #8.

JDH Wealth Management first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

JDH Wealth Management held 137,571 shares of Dimensional US Core Equity Market ETF worth $7.11M as of Q2 2026.
JDH Wealth Management sold 7,945 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $398K.
Dimensional US Core Equity Market ETF made up 4.33% of JDH Wealth Management's portfolio in Q2 2026, its #8 holding.
JDH Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.