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

Parkwoods 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	$11M	Sell	212,132 -13,197	-6%	-$660K	1.76%	13
2026 Q1	$10.2M	Buy	225,329 +146,133	+185%	+$6.87M	2.49%	10
2025 Q4	$3.71M	Buy	79,196 +28,767	+57%	+$1.33M	1.09%	14
2025 Q3	$2.31M	Buy	50,429 +45,022	+833%	+$1.98M	0.79%	18
2025 Q2	$229K	Buy	+5,407	New	+$212K	0.13%	68

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

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 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

Parkwoods Wealth Partners's DFAU Position: Q2 2026 in Review

Parkwoods Wealth Partners reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 5.9% in Q2 2026, selling an estimated $660K and leaving 212,132 shares worth $11M. The position accounts for 1.76% of the portfolio, ranked #13.

Parkwoods Wealth Partners first reported a position in DFAU in Q2 2025 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Parkwoods Wealth Partners held 212,132 shares of Dimensional US Core Equity Market ETF worth $11M as of Q2 2026.
Parkwoods Wealth Partners sold 13,197 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $660K.
Dimensional US Core Equity Market ETF made up 1.76% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #13 holding.
Parkwoods Wealth Partners first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.