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

Oak Wealth Advisors’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	$11.5M	Sell	223,132 -1,970	-0.9%	-$98.6K	5.53%	6
2026 Q1	$10.2M	Buy	225,102 +3,746	+2%	+$176K	5.58%	6
2025 Q4	$10.4M	Sell	221,356 -5,259	-2%	-$244K	5.95%	5
2025 Q3	$10.4M	Buy	226,615 +2,433	+1%	+$107K	6.03%	5
2025 Q2	$9.5M	Buy	224,182 +72,532	+48%	+$2.84M	6.09%	5
2025 Q1	$5.83M	Buy	151,650 +3,564	+2%	+$145K	4.31%	8
2024 Q4	$6M	Buy	+148,086	New	+$6.05M	4.61%	7

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

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

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

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

Oak Wealth Advisors's DFAU Position: Q2 2026 in Review

Oak Wealth Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.88% in Q2 2026, selling an estimated $98.6K and leaving 223,132 shares worth $11.5M. The position accounts for 5.53% of the portfolio, ranked #6.

Oak Wealth Advisors first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 272 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Oak Wealth Advisors held 223,132 shares of Dimensional US Core Equity Market ETF worth $11.5M as of Q2 2026.
Oak Wealth Advisors sold 1,970 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $98.6K.
Dimensional US Core Equity Market ETF made up 5.53% of Oak Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Oak Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
272 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.