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

MASECO 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	$106M	Buy	2,043,736 +205,173	+11%	+$10.3M	2.97%	10
2026 Q1	$82.9M	Buy	1,838,563 +395,171	+27%	+$18.6M	2.6%	14
2025 Q4	$67.6M	Buy	1,443,392 +212,037	+17%	+$9.83M	2.94%	12
2025 Q3	$56.3M	Buy	1,231,355 +474,379	+63%	+$20.9M	2.73%	12
2025 Q2	$32.1M	Buy	+756,976	New	+$29.7M	1.22%	23

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

MASECO Private Wealth's DFAU Position: Q2 2026 in Review

MASECO Private Wealth increased its Dimensional US Core Equity Market ETF (DFAU) stake by 11% in Q2 2026, buying an estimated $10.3M and bringing the position to 2,043,736 shares worth $106M. The position accounts for 2.97% of the portfolio, ranked #10.

MASECO Private Wealth first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

MASECO Private Wealth held 2,043,736 shares of Dimensional US Core Equity Market ETF worth $106M as of Q2 2026.
MASECO Private Wealth bought 205,173 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $10.3M.
Dimensional US Core Equity Market ETF made up 2.97% of MASECO Private Wealth's portfolio in Q2 2026, its #10 holding.
MASECO Private Wealth first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.