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

Lodestone 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 Q3	$256K	Sell	4,890 -1	-0%	-$53	0.09%	165
2026 Q2	$253K	Sell	4,891 -291	-6%	-$14.6K	0.09%	163
2026 Q1	$234K	Buy	5,182 +12	+0.2%	+$564	0.09%	160
2025 Q4	$242K	Sell	5,170 -37	-0.7%	-$1.72K	0.1%	156
2025 Q3	$238K	Buy	5,207 +13	+0.3%	+$573	0.11%	160
2025 Q2	$220K	Buy	+5,194	New	+$204K	0.11%	156
2025 Q1	–	Sell	-5,189	Closed	-$210K	–	155
2024 Q4	$210K	Buy	5,189 +20	+0.4%	+$817	0.11%	147
2024 Q3	$205K	Buy	+5,169	New	+$197K	0.1%	145

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Lodestone Wealth Management's DFAU Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.02% in Q3 2026, selling an estimated $53 and leaving 4,890 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #165.

Lodestone Wealth Management first reported a position in DFAU in Q3 2024 and has held it in 8 quarters since. 536 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Lodestone Wealth Management held 4,890 shares of Dimensional US Core Equity Market ETF worth $256K as of Q3 2026.
Lodestone Wealth Management sold 1 Dimensional US Core Equity Market ETF share in Q3 2026, an estimated $53.
Dimensional US Core Equity Market ETF made up 0.09% of Lodestone Wealth Management's portfolio in Q3 2026, its #165 holding.
Lodestone Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and has held it in 8 quarters since.
536 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.