NWM
DFAU icon

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

Northwest 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 		$1.19M Sell
23,098
-426
-2% -$21.3K 0.16% 73
2026
Q1 		$1.06M Sell
23,524
-390
-2% -$18.3K 0.16% 68
2025
Q4 		$1.12M Sell
23,914
-843
-3% -$39.1K 0.18% 66
2025
Q3 		$1.13M Sell
24,757
-104
-0.4% -$4.58K 0.19% 66
2025
Q2 		$1.05M Buy
+24,861
New +$975K 0.19% 65

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
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
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

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

Northwest Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.8% in Q2 2026, selling an estimated $21.3K and leaving 23,098 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #73.

Northwest Wealth Management first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Northwest Wealth Management held 23,098 shares of Dimensional US Core Equity Market ETF worth $1.19M as of Q2 2026.
  • Northwest Wealth Management sold 426 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $21.3K.
  • Dimensional US Core Equity Market ETF made up 0.16% of Northwest Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Northwest Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 275 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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