LOPW
DFAU icon

Live Oak Private Wealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Live Oak Private Wealth’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 		$41.5M Buy
803,153
+400,848
+100% +$20.1M 5.19% 1
2026
Q1 		$18.2M Buy
402,305
+70,719
+21% +$3.33M 2.53% 4
2025
Q4 		$15.5M Buy
331,586
+22,392
+7% +$1.04M 2.11% 12
2025
Q3 		$14.1M Buy
309,194
+79,341
+35% +$3.5M 1.97% 13
2025
Q2 		$9.74M Buy
229,853
+133,668
+139% +$5.24M 1.45% 22
2025
Q1 		$3.7M Buy
96,185
+57,006
+146% +$2.31M 0.6% 55
2024
Q4 		$1.59M Buy
+39,179
New +$1.6M 0.27% 78

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

Live Oak Private Wealth's DFAU Position: Q2 2026 in Review

Live Oak Private Wealth increased its Dimensional US Core Equity Market ETF (DFAU) stake by 100% in Q2 2026, buying an estimated $20.1M and bringing the position to 803,153 shares worth $41.5M. The position accounts for 5.19% of the portfolio, ranked #1.

Live Oak Private Wealth first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Live Oak Private Wealth held 803,153 shares of Dimensional US Core Equity Market ETF worth $41.5M as of Q2 2026.
  • Live Oak Private Wealth bought 400,848 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $20.1M.
  • Dimensional US Core Equity Market ETF made up 5.19% of Live Oak Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Live Oak Private Wealth first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.