MAS
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MPWM Advisory Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

MPWM Advisory Solutions’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 		$10.5K Hold
204
– – ﹤0.01% 345
2026
Q1 		$9.2K Sell
204
-185
-48% -$8.7K ﹤0.01% 352
2025
Q4 		$18.2K Hold
389
– – 0.01% 262
2025
Q3 		$17.8K Hold
389
– – 0.01% 243
2025
Q2 		$16.5K Hold
389
– – 0.01% 253
2025
Q1 		$15K Hold
389
– – 0.01% 273
2024
Q4 		$15.8K Buy
+389
New +$15.9K 0.01% 276

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

MPWM Advisory Solutions's DFAU Position: Q2 2026 in Review

MPWM Advisory Solutions held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 204 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

MPWM Advisory Solutions first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.2K in Q4 2025. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • MPWM Advisory Solutions held 204 shares of Dimensional US Core Equity Market ETF worth $10.5K as of Q2 2026.
  • MPWM Advisory Solutions left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #345 holding.
  • MPWM Advisory Solutions first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Dimensional US Core Equity Market ETF position peaked at $18.2K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.