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

Parkshore 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 		$2.29M Sell
44,210
-343
-0.8% -$17.2K 0.66% 20
2026
Q1 		$2.01M Sell
44,553
-178
-0.4% -$8.37K 0.67% 20
2025
Q4 		$2.09M Sell
44,731
-730
-2% -$33.8K 0.79% 20
2025
Q3 		$2.08M Sell
45,461
-1,803
-4% -$79.4K 0.85% 20
2025
Q2 		$2M Sell
47,264
-3,271
-6% -$128K 0.98% 19
2025
Q1 		$1.94M Sell
50,535
-200
-0.4% -$8.11K 1.13% 20
2024
Q4 		$2.05M Buy
+50,735
New +$2.07M 1.24% 20

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

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

Parkshore Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.77% in Q2 2026, selling an estimated $17.2K and leaving 44,210 shares worth $2.29M. The position accounts for 0.66% of the portfolio, ranked #20.

Parkshore Wealth Management first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Parkshore Wealth Management held 44,210 shares of Dimensional US Core Equity Market ETF worth $2.29M as of Q2 2026.
  • Parkshore Wealth Management sold 343 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $17.2K.
  • Dimensional US Core Equity Market ETF made up 0.66% of Parkshore Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Parkshore Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.