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

Meritas 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	$3.21M	Hold	62,102	–	–	1.25%	13
2026 Q1	$2.8M	Hold	62,102	–	–	1.27%	13
2025 Q4	$2.91M	Hold	62,102	–	–	1.4%	14
2025 Q3	$2.84M	Hold	62,102	–	–	1.41%	14
2025 Q2	$2.63M	Sell	62,102 -2,387	-4%	-$93.6K	1.45%	13
2025 Q1	$2.48M	Sell	64,489 -3,168	-5%	-$129K	1.45%	13
2024 Q4	$2.74M	Hold	67,657	–	–	1.65%	13
2024 Q3	$2.69M	Sell	67,657 -970	-1%	-$37K	1.66%	11
2024 Q2	$2.57M	Sell	68,627 -7,445	-10%	-$271K	1.81%	11
2024 Q1	$2.78M	Sell	76,072 -11,889	-14%	-$412K	1.93%	11
2023 Q4	$2.92M	Hold	87,961	–	–	2.19%	10
2023 Q3	$2.63M	Sell	87,961 -8,275	-9%	-$258K	2.02%	9
2023 Q2	$2.98M	Hold	96,236	–	–	2.24%	9
2023 Q1	$2.77M	Sell	96,236 -6,538	-6%	-$185K	2.18%	9
2022 Q4	$2.78M	Buy	+102,774	New	+$2.79M	2.29%	9

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

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

Meritas Wealth Management held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 62,102 shares worth $3.21M. The position accounts for 1.25% of the portfolio, ranked #13.

Meritas Wealth Management first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Meritas Wealth Management held 62,102 shares of Dimensional US Core Equity Market ETF worth $3.21M as of Q2 2026.
Meritas Wealth Management left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 1.25% of Meritas Wealth Management's portfolio in Q2 2026, its #13 holding.
Meritas Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.