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

Lauer Wealth’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 		$13.1M Buy
251,668
+12,820
+5% +$642K 7.85% 5
2026
Q1 		$11.2M Buy
238,848
+3,638
+2% +$171K 8.92% 5
2025
Q4 		$11.2M Sell
235,210
-10,466
-4% -$485K 8.3% 5
2025
Q3 		$11.2M Buy
245,676
+3,764
+2% +$166K 8.02% 5
2025
Q2 		$10.5M Buy
241,912
+6,006
+3% +$235K 8.69% 5
2025
Q1 		$8.95M Buy
235,906
+16,566
+8% +$672K 6.89% 5
2024
Q4 		$8.88M Buy
219,340
+3,322
+2% +$136K 5.94% 7
2024
Q3 		$8.63M Buy
216,018
+12,101
+6% +$462K 6.66% 7
2024
Q2 		$7.82M Buy
203,917
+163,317
+402% +$5.94M 6.17% 6
2024
Q1 		$1.46M Buy
40,600
+11,266
+38% +$390K 1.27% 16
2023
Q4 		$987K Buy
29,334
+5,792
+25% +$180K 0.91% 18
2023
Q3 		$716K Sell
23,542
-504
-2% -$15.7K 0.77% 21
2023
Q2 		$762K Buy
24,046
+6,630
+38% +$194K 0.79% 21
2023
Q1 		$503K Buy
+17,416
New +$492K 0.63% 21

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

Lauer Wealth's DFAU Position: Q2 2026 in Review

Lauer Wealth increased its Dimensional US Core Equity Market ETF (DFAU) stake by 5.4% in Q2 2026, buying an estimated $642K and bringing the position to 251,668 shares worth $13.1M. The position accounts for 7.85% of the portfolio, ranked #5.

Lauer Wealth first reported a position in DFAU in Q1 2023 and has held it in 14 quarters since. 210 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Lauer Wealth held 251,668 shares of Dimensional US Core Equity Market ETF worth $13.1M as of Q2 2026.
  • Lauer Wealth bought 12,820 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $642K.
  • Dimensional US Core Equity Market ETF made up 7.85% of Lauer Wealth's portfolio in Q2 2026, its #5 holding.
  • Lauer Wealth first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 210 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.