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Meridian Wealth Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Meridian Wealth Partners’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 		$58.7M Buy
1,134,778
+19,562
+2% +$979K 7.1% 4
2026
Q1 		$50.3M Buy
1,115,216
+37,088
+3% +$1.74M 6.91% 4
2025
Q4 		$50.5M Sell
1,078,128
-33,330
-3% -$1.54M 6.95% 4
2025
Q3 		$50.9M Sell
1,111,458
-712,651
-39% -$31.4M 7% 4
2025
Q2 		$77.3M Buy
1,824,109
+12,148
+0.7% +$476K 11.2% 3
2025
Q1 		$69.7M Sell
1,811,961
-34,803
-2% -$1.41M 11.12% 3
2024
Q4 		$74.8M Buy
1,846,764
+17,108
+0.9% +$699K 11.34% 2
2024
Q3 		$72.6M Sell
1,829,656
-76,777
-4% -$2.93M 11.29% 3
2024
Q2 		$71.5M Buy
1,906,433
+5,806
+0.3% +$211K 12.62% 2
2024
Q1 		$69.4M Buy
1,900,627
+26,188
+1% +$907K 12.53% 2
2023
Q4 		$62.3M Sell
1,874,439
-24,755
-1% -$768K 11.9% 2
2023
Q3 		$56.9M Buy
1,899,194
+30,447
+2% +$948K 11.84% 2
2023
Q2 		$57.9M Buy
1,868,747
+54,522
+3% +$1.6M 11.89% 2
2023
Q1 		$52.2M Buy
1,814,225
+13,865
+0.8% +$392K 11.36% 2
2022
Q4 		$48.6M Buy
1,800,360
+64,950
+4% +$1.77M 11.25% 2
2022
Q3 		$43.6M Sell
1,735,410
-821,351
-32% -$22.9M 10.92% 3
2022
Q2 		$67.6M Buy
2,556,761
+35,606
+1% +$1.02M 16.04% 2
2022
Q1 		$79.5M Buy
2,521,155
+62,837
+3% +$1.95M 16.72% 2
2021
Q4 		$81.1M Sell
2,458,318
-1,677
-0.1% -$53.8K 16.25% 2
2021
Q3 		$74.1M Buy
2,459,995
+6,676
+0.3% +$206K 16.04% 2
2021
Q2 		$74.1M Buy
2,453,319
+5,387
+0.2% +$159K 17.3% 2
2021
Q1 		$69M Buy
+2,447,932
New +$67.1M 20.72% 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

Meridian Wealth Partners's DFAU Position: Q2 2026 in Review

Meridian Wealth Partners increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.8% in Q2 2026, buying an estimated $979K and bringing the position to 1,134,778 shares worth $58.7M. The position accounts for 7.1% of the portfolio, ranked #4.

Meridian Wealth Partners first reported a position in DFAU in Q1 2021 and has held it in 22 quarters since. The position peaked at $81.1M in Q4 2021. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Meridian Wealth Partners held 1,134,778 shares of Dimensional US Core Equity Market ETF worth $58.7M as of Q2 2026.
  • Meridian Wealth Partners bought 19,562 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $979K.
  • Dimensional US Core Equity Market ETF made up 7.1% of Meridian Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Meridian Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Meridian Wealth Partners's Dimensional US Core Equity Market ETF position peaked at $81.1M in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.