Lauer Wealth
DFAU icon

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
Q3 		$14M Buy
264,037
+12,369
+5% +$650K 8.77% 4
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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Lauer Wealth's DFAU Position: Q3 2026 in Review

Lauer Wealth increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.9% in Q3 2026, buying an estimated $650K and bringing the position to 264,037 shares worth $14M. The position accounts for 8.77% of the portfolio, ranked #4.

Lauer Wealth first reported a position in DFAU in Q1 2023 and has held it in 15 quarters since. 202 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Lauer Wealth held 264,037 shares of Dimensional US Core Equity Market ETF worth $14M as of Q3 2026.
  • Lauer Wealth bought 12,369 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $650K.
  • Dimensional US Core Equity Market ETF made up 8.77% of Lauer Wealth's portfolio in Q3 2026, its #4 holding.
  • Lauer Wealth first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 15 quarters since.
  • 202 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.