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

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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. 603 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.
603 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.