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

Lakeridge 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	$376K	Sell	7,268 -8,425	-54%	-$422K	0.14%	128
2026 Q1	$708K	Sell	15,693 -344	-2%	-$16.2K	0.3%	67
2025 Q4	$751K	Sell	16,037 -423	-3%	-$19.6K	0.34%	55
2025 Q3	$753K	Buy	16,460 +43	+0.3%	+$1.9K	0.33%	52
2025 Q2	$695K	Sell	16,417 -13,579	-45%	-$532K	0.32%	56
2025 Q1	$1.15M	Sell	29,996 -5,368	-15%	-$218K	0.58%	33
2024 Q4	$1.43M	Sell	35,364 -14,120	-29%	-$577K	0.74%	25
2024 Q3	$1.96M	Sell	49,484 -5,974	-11%	-$228K	1.08%	20
2024 Q2	$2.08M	Sell	55,458 -9,166	-14%	-$333K	1.25%	17
2024 Q1	$2.36M	Sell	64,624 -7,434	-10%	-$257K	1.53%	16
2023 Q4	$2.4M	Buy	+72,058	New	+$2.24M	1.73%	14

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

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

Lakeridge Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 54% in Q2 2026, selling an estimated $422K and leaving 7,268 shares worth $376K. The position accounts for 0.14% of the portfolio, ranked #128.

Lakeridge Wealth Management first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q4 2023. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Lakeridge Wealth Management held 7,268 shares of Dimensional US Core Equity Market ETF worth $376K as of Q2 2026.
Lakeridge Wealth Management sold 8,425 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $422K.
Dimensional US Core Equity Market ETF made up 0.14% of Lakeridge Wealth Management's portfolio in Q2 2026, its #128 holding.
Lakeridge Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's Dimensional US Core Equity Market ETF position peaked at $2.4M in Q4 2023.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.