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 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

SFA

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

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

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

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Lodestone Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 5.6% in Q2 2026, selling an estimated $14.6K and leaving 4,891 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #163.

Lodestone Wealth Management first reported a position in DFAU in Q3 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Lodestone Wealth Management held 4,891 shares of Dimensional US Core Equity Market ETF worth $253K as of Q2 2026.
Lodestone Wealth Management sold 291 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $14.6K.
Dimensional US Core Equity Market ETF made up 0.09% of Lodestone Wealth Management's portfolio in Q2 2026, its #163 holding.
Lodestone Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and has held it in 7 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.