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

Liberty Wealth Management’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 		$32.5M Hold
719,165
– – 4.06% 1
2026
Q1 		$32.5M Sell
719,165
-84,559
-11% -$3.98M 4.06% 1
2025
Q4 		$37.6M Sell
803,724
-9,864
-1% -$457K 4.85% 1
2025
Q3 		$37.2M Sell
813,588
-14,608
-2% -$644K 5.24% 1
2025
Q2 		$35.1M Buy
828,196
+13,709
+2% +$537K 5.5% 1
2025
Q1 		$31.3M Buy
814,487
+61,137
+8% +$2.48M 5.99% 1
2024
Q4 		$30.5M Buy
753,350
+34,877
+5% +$1.42M 5.08% 3
2024
Q3 		$28.5M Sell
718,473
-1,055,070
-59% -$40.3M 4.85% 3
2024
Q2 		$26M Buy
1,773,543
+1,099,117
+163% +$39.9M 4.77% 3
2024
Q1 		$24.7M Buy
674,426
+25,868
+4% +$896K 4.81% 4
2023
Q4 		$21.6M Buy
648,558
+149,245
+30% +$4.63M 4.62% 4
2023
Q3 		$14.9M Buy
499,313
+70,985
+17% +$2.21M 3.72% 5
2023
Q2 		$13.3M Buy
428,328
+4,157
+1% +$122K 3.28% 7
2023
Q1 		$12.3M Buy
+424,171
New +$12M 2.53% 8
2022
Q3 		$3.5M Buy
+138,973
New +$3.87M 0.93% 21

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

Liberty Wealth Management's DFAU Position: Q2 2026 in Review

Liberty Wealth Management held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 719,165 shares worth $32.5M. The position accounts for 4.06% of the portfolio, ranked #1.

Liberty Wealth Management first reported a position in DFAU in Q3 2022 and has held it in 15 quarters since. The position peaked at $37.6M in Q4 2025. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Liberty Wealth Management held 719,165 shares of Dimensional US Core Equity Market ETF worth $32.5M as of Q2 2026.
  • Liberty Wealth Management left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 4.06% of Liberty Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Liberty Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 15 quarters since.
  • Liberty Wealth Management's Dimensional US Core Equity Market ETF position peaked at $37.6M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.