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

Oak Harbor 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 		– Sell
-1,117
Closed -$50.4K – 242
2026
Q1 		$50.4K Buy
+1,117
New +$52.5K 0.01% 222

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

Oak Harbor Wealth Partners's DFAU Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2026, closing a stake of 1,117 shares — an estimated $50.4K sold.

Oak Harbor Wealth Partners first reported a position in DFAU in Q1 2026 and held it in 1 quarter. The position peaked at $50.4K in Q1 2026. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,117 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $50.4K.
  • Oak Harbor Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q1 2026 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's Dimensional US Core Equity Market ETF position peaked at $50.4K in Q1 2026.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.