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Lauterbach Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Lauterbach Financial 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 		$1.58M Sell
30,585
-1,681
-5% -$84.1K 0.68% 23
2026
Q1 		$1.46M Sell
32,266
-479
-1% -$22.5K 0.71% 22
2025
Q4 		$1.53M Sell
32,745
-2,400
-7% -$111K 0.75% 20
2025
Q3 		$1.61M Sell
35,145
-1,854
-5% -$81.7K 0.81% 18
2025
Q2 		$1.57M Buy
36,999
+7,205
+24% +$282K 0.86% 19
2025
Q1 		$1.15M Sell
29,794
-88
-0.3% -$3.57K 0.71% 21
2024
Q4 		$1.21M Sell
29,882
-1,430
-5% -$58.4K 0.73% 22
2024
Q3 		$1.24M Sell
31,312
-184
-0.6% -$7.03K 0.76% 20
2024
Q2 		$1.16M Buy
31,496
+1,108
+4% +$40.3K 0.77% 21
2024
Q1 		$1.11M Sell
30,388
-418
-1% -$14.5K 0.73% 22
2023
Q4 		$1.02M Buy
30,806
+1,350
+5% +$41.9K 0.71% 19
2023
Q3 		$882K Sell
29,456
-518
-2% -$16.1K 0.69% 17
2023
Q2 		$929K Sell
29,974
-631
-2% -$18.5K 0.71% 19
2023
Q1 		$881K Buy
30,605
+85
+0.3% +$2.4K 0.71% 19
2022
Q4 		$825K Sell
30,520
-1,284
-4% -$34.9K 0.73% 18
2022
Q3 		$800K Buy
31,804
+5,136
+19% +$143K 0.81% 17
2022
Q2 		$705K Buy
26,668
+1,846
+7% +$53K 0.67% 19
2022
Q1 		$782K Sell
24,822
-749
-3% -$23.3K 0.71% 19
2021
Q4 		$844K Buy
+25,571
New +$820K 0.75% 18

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
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 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

Lauterbach Financial Advisors's DFAU Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 5.2% in Q2 2026, selling an estimated $84.1K and leaving 30,585 shares worth $1.58M. The position accounts for 0.68% of the portfolio, ranked #23.

Lauterbach Financial Advisors first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q3 2025. 299 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Lauterbach Financial Advisors held 30,585 shares of Dimensional US Core Equity Market ETF worth $1.58M as of Q2 2026.
  • Lauterbach Financial Advisors sold 1,681 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $84.1K.
  • Dimensional US Core Equity Market ETF made up 0.68% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Lauterbach Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Lauterbach Financial Advisors's Dimensional US Core Equity Market ETF position peaked at $1.61M in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.