LWA
DFAU icon

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

Ledgewood 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 		$16.4M Sell
318,174
-7,442
-2% -$372K 8.73% 1
2026
Q1 		$14.7M Buy
325,616
+1,501
+0.5% +$70.6K 8.27% 1
2025
Q4 		$15.2M Sell
324,115
-8,463
-3% -$392K 8.74% 1
2025
Q3 		$15.2M Sell
332,578
-3,522
-1% -$155K 9.01% 1
2025
Q2 		$14.2M Sell
336,100
-1,584
-0.5% -$62.1K 8.97% 1
2025
Q1 		$13M Sell
337,684
-2,722
-0.8% -$110K 8.37% 2
2024
Q4 		$13.8M Buy
340,406
+14,884
+5% +$608K 8.9% 1
2024
Q3 		$12.9M Buy
325,522
+71,998
+28% +$2.75M 8.7% 2
2024
Q2 		$9.5M Buy
253,524
+14,682
+6% +$534K 8.19% 2
2024
Q1 		$8.73M Buy
238,842
+10,872
+5% +$376K 8.11% 3
2023
Q4 		$7.58M Buy
+227,970
New +$7.08M 7% 3

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
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
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

Ledgewood Wealth Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.3% in Q2 2026, selling an estimated $372K and leaving 318,174 shares worth $16.4M. The position accounts for 8.73% of the portfolio, ranked #1.

Ledgewood Wealth Advisors first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 119 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Ledgewood Wealth Advisors held 318,174 shares of Dimensional US Core Equity Market ETF worth $16.4M as of Q2 2026.
  • Ledgewood Wealth Advisors sold 7,442 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $372K.
  • Dimensional US Core Equity Market ETF made up 8.73% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Ledgewood Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 119 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.