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

Mission 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	$27M	Buy	522,024 +52,021	+11%	+$2.6M	0.33%	51
2026 Q1	$21.2M	Buy	470,003 +28,266	+6%	+$1.33M	0.44%	40
2025 Q4	$20.7M	Sell	441,737 -36,714	-8%	-$1.7M	0.41%	41
2025 Q3	$21.9M	Sell	478,451 -9,623	-2%	-$424K	0.43%	39
2025 Q2	$20.7M	Buy	488,074 +13,400	+3%	+$525K	0.44%	38
2025 Q1	$18.2M	Sell	474,674 -29,837	-6%	-$1.21M	0.45%	36
2024 Q4	$20.4M	Buy	504,511 +6,343	+1%	+$259K	0.48%	33
2024 Q3	$19.8M	Buy	498,168 +11,470	+2%	+$438K	0.48%	31
2024 Q2	$18.2M	Sell	486,698 -10,143	-2%	-$369K	0.48%	33
2024 Q1	$18.2M	Buy	496,841 +53,584	+12%	+$1.86M	0.48%	32
2023 Q4	$14.7M	Buy	443,257 +10,682	+2%	+$332K	0.48%	30
2023 Q3	$13M	Buy	432,575 +52,280	+14%	+$1.63M	0.48%	31
2023 Q2	$11.8M	Buy	380,295 +52,809	+16%	+$1.55M	0.45%	32
2023 Q1	$9.42M	Buy	327,486 +56,694	+21%	+$1.6M	0.39%	38
2022 Q4	$7.32M	Buy	270,792 +8,120	+3%	+$221K	0.35%	44
2022 Q3	$6.61M	Sell	262,672 -2,240	-0.8%	-$62.4K	0.35%	40
2022 Q2	$7M	Buy	264,912 +51,703	+24%	+$1.48M	0.37%	38
2022 Q1	$6.72M	Buy	213,209 +152,882	+253%	+$4.75M	0.31%	48
2021 Q4	$1.99M	Buy	60,327 +21,928	+57%	+$704K	0.09%	115
2021 Q3	$1.16M	Buy	38,399 +30,756	+402%	+$949K	0.06%	161
2021 Q2	$231K	Buy	+7,643	New	+$226K	0.01%	446

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

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

Mission Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 11% in Q2 2026, buying an estimated $2.6M and bringing the position to 522,024 shares worth $27M. The position accounts for 0.33% of the portfolio, ranked #51.

Mission Wealth Management first reported a position in DFAU in Q2 2021 and has held it in 21 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Mission Wealth Management held 522,024 shares of Dimensional US Core Equity Market ETF worth $27M as of Q2 2026.
Mission Wealth Management bought 52,021 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $2.6M.
Dimensional US Core Equity Market ETF made up 0.33% of Mission Wealth Management's portfolio in Q2 2026, its #51 holding.
Mission Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 21 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.