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

Melfa 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 		$3.59M Sell
69,457
-995
-1% -$49.8K 1.94% 10
2026
Q1 		$3.18M Sell
70,452
-666
-0.9% -$31.3K 1.83% 10
2025
Q4 		$3.33M Buy
71,118
+6
+0% +$278 1.92% 8
2025
Q3 		$3.25M Sell
71,112
-663
-0.9% -$29.2K 1.91% 10
2025
Q2 		$3.04M Buy
71,775
+71
+0.1% +$2.78K 1.92% 10
2025
Q1 		$2.76M Sell
71,704
-1,452
-2% -$58.9K 1.86% 8
2024
Q4 		$2.96M Buy
73,156
+89
+0.1% +$3.64K 1.98% 7
2024
Q3 		$2.9M Sell
73,067
-2,736
-4% -$105K 1.91% 6
2024
Q2 		$2.84M Sell
75,803
-329
-0.4% -$12K 1.99% 6
2024
Q1 		$2.78M Buy
76,132
+1,899
+3% +$65.8K 2.01% 6
2023
Q4 		$2.47M Sell
74,233
-171
-0.2% -$5.31K 2.32% 8
2023
Q3 		$2.23M Buy
74,404
+5,820
+8% +$181K 2.42% 7
2023
Q2 		$2.13M Sell
68,584
-1,541
-2% -$45.2K 2.15% 11
2023
Q1 		$2.02M Buy
70,125
+1,217
+2% +$34.4K 2.02% 11
2022
Q4 		$1.86M Buy
+68,908
New +$1.87M 1.95% 12

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

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

Melfa Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.4% in Q2 2026, selling an estimated $49.8K and leaving 69,457 shares worth $3.59M. The position accounts for 1.94% of the portfolio, ranked #10.

Melfa Wealth Management first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Melfa Wealth Management held 69,457 shares of Dimensional US Core Equity Market ETF worth $3.59M as of Q2 2026.
  • Melfa Wealth Management sold 995 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $49.8K.
  • Dimensional US Core Equity Market ETF made up 1.94% of Melfa Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Melfa Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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