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

JFS 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 		$25.8M Buy
498,319
+12,284
+3% +$615K 1.28% 19
2026
Q1 		$21.9M Buy
486,035
+15,307
+3% +$720K 1.23% 20
2025
Q4 		$22M Buy
470,728
+13,084
+3% +$606K 1.24% 18
2025
Q3 		$20.9M Buy
457,644
+43,378
+10% +$1.91M 1.23% 20
2025
Q2 		$17.5M Buy
414,266
+69,935
+20% +$2.74M 1.12% 21
2025
Q1 		$13.2M Buy
344,331
+11,928
+4% +$484K 0.9% 26
2024
Q4 		$13.5M Sell
332,403
-7,291
-2% -$298K 0.92% 25
2024
Q3 		$13.5M Buy
339,694
+18,020
+6% +$688K 0.9% 24
2024
Q2 		$12.1M Buy
321,674
+8,658
+3% +$315K 0.95% 23
2024
Q1 		$11.4M Buy
313,016
+17,297
+6% +$599K 0.91% 24
2023
Q4 		$9.83M Buy
295,719
+2,060
+0.7% +$63.9K 0.84% 26
2023
Q3 		$8.8M Buy
293,659
+21,682
+8% +$675K 0.83% 26
2023
Q2 		$8.43M Buy
271,977
+35,803
+15% +$1.05M 0.76% 29
2023
Q1 		$6.79M Buy
236,174
+16,066
+7% +$454K 0.64% 33
2022
Q4 		$5.95M Buy
220,108
+203,397
+1,217% +$5.53M 0.58% 37
2022
Q3 		$420K Buy
16,711
+15,493
+1,272% +$431K 0.05% 158
2022
Q2 		$32K Buy
+1,218
New +$35K ﹤0.01% 488

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
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
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

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

JFS Wealth Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.5% in Q2 2026, buying an estimated $615K and bringing the position to 498,319 shares worth $25.8M. The position accounts for 1.28% of the portfolio, ranked #19.

JFS Wealth Advisors first reported a position in DFAU in Q2 2022 and has held it in 17 quarters since. 282 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • JFS Wealth Advisors held 498,319 shares of Dimensional US Core Equity Market ETF worth $25.8M as of Q2 2026.
  • JFS Wealth Advisors bought 12,284 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $615K.
  • Dimensional US Core Equity Market ETF made up 1.28% of JFS Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • JFS Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 282 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.