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

M Wealth Management LLC’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 		$30.8M Sell
596,038
-21,627
-4% -$1.08M 24.2% 1
2026
Q1 		$27.9M Buy
617,665
+27,681
+5% +$1.3M 23.46% 1
2025
Q4 		$27.6M Buy
589,984
+461
+0.1% +$21.4K 24.03% 1
2025
Q3 		$27M Buy
589,523
+8,386
+1% +$369K 23.69% 1
2025
Q2 		$24.6M Sell
581,137
-693
-0.1% -$27.2K 22.7% 1
2025
Q1 		$22.4M Sell
581,830
-75,159
-11% -$3.05M 20.84% 1
2024
Q4 		$26.6M Buy
+656,989
New +$26.8M 24.29% 1

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

M Wealth Management LLC's DFAU Position: Q2 2026 in Review

M Wealth Management LLC reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 3.5% in Q2 2026, selling an estimated $1.08M and leaving 596,038 shares worth $30.8M. The position accounts for 24.2% of the portfolio, ranked #1.

M Wealth Management LLC first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • M Wealth Management LLC held 596,038 shares of Dimensional US Core Equity Market ETF worth $30.8M as of Q2 2026.
  • M Wealth Management LLC sold 21,627 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.08M.
  • Dimensional US Core Equity Market ETF made up 24.2% of M Wealth Management LLC's portfolio in Q2 2026, its #1 holding.
  • M Wealth Management LLC first reported a position in Dimensional US Core Equity Market ETF in Q4 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 M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.