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Legacy Capital Wealth Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Legacy Capital Wealth Partners’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 		$3.1M Sell
60,003
-5,954
-9% -$298K 0.59% 29
2026
Q1 		$2.98M Sell
65,957
-4,035
-6% -$190K 0.61% 25
2025
Q4 		$3.28M Sell
69,992
-3,241
-4% -$150K 0.7% 24
2025
Q3 		$3.35M Buy
73,233
+10,406
+17% +$458K 0.73% 24
2025
Q2 		$2.66M Buy
+62,827
New +$2.46M 0.61% 28

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
AF
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
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

Legacy Capital Wealth Partners's DFAU Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 9% in Q2 2026, selling an estimated $298K and leaving 60,003 shares worth $3.1M. The position accounts for 0.59% of the portfolio, ranked #29.

Legacy Capital Wealth Partners first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.35M in Q3 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Legacy Capital Wealth Partners held 60,003 shares of Dimensional US Core Equity Market ETF worth $3.1M as of Q2 2026.
  • Legacy Capital Wealth Partners sold 5,954 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $298K.
  • Dimensional US Core Equity Market ETF made up 0.59% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Legacy Capital Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Legacy Capital Wealth Partners's Dimensional US Core Equity Market ETF position peaked at $3.35M in Q3 2025.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.