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

Physician 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	$19.6M	Sell	379,438 -2,420	-0.6%	-$121K	2.34%	10
2026 Q1	$17.2M	Buy	381,858 +1,808	+0.5%	+$85K	2.4%	10
2025 Q4	$17.8M	Sell	380,050 -3,273	-0.9%	-$152K	2.48%	11
2025 Q3	$17.5M	Sell	383,323 -23,700	-6%	-$1.04M	2.5%	13
2025 Q2	$17.2M	Buy	407,023 +6,326	+2%	+$248K	2.71%	10
2025 Q1	$15.4M	Buy	400,697 +14,505	+4%	+$588K	2.65%	10
2024 Q4	$15.6M	Buy	386,192 +11,394	+3%	+$465K	2.64%	11
2024 Q3	$15M	Sell	374,798 -3,831	-1%	-$146K	2.71%	11
2024 Q2	$14.8M	Buy	378,629 +3,433	+0.9%	+$125K	2.73%	10
2024 Q1	$13.1M	Buy	375,196 +14,192	+4%	+$491K	2.76%	7
2023 Q4	$12.2M	Buy	361,004 +14,609	+4%	+$453K	2.71%	8
2023 Q3	$10.5M	Buy	346,395 +42,576	+14%	+$1.33M	2.69%	9
2023 Q2	$9.42M	Buy	303,819 +3,576	+1%	+$105K	2.34%	12
2023 Q1	$8.71M	Buy	300,243 +18,050	+6%	+$510K	2.29%	12
2022 Q4	$8.02M	Buy	282,193 +74,664	+36%	+$2.03M	2.16%	11
2022 Q3	$5.52M	Buy	207,529 +109,353	+111%	+$3.04M	1.7%	14
2022 Q2	$2.83M	Buy	98,176 +33,565	+52%	+$964K	0.82%	26
2022 Q1	$1.94M	Buy	+64,611	New	+$2.01M	0.52%	39

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

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

Physician Wealth Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.63% in Q2 2026, selling an estimated $121K and leaving 379,438 shares worth $19.6M. The position accounts for 2.34% of the portfolio, ranked #10.

Physician Wealth Advisors first reported a position in DFAU in Q1 2022 and has held it in 18 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Physician Wealth Advisors held 379,438 shares of Dimensional US Core Equity Market ETF worth $19.6M as of Q2 2026.
Physician Wealth Advisors sold 2,420 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $121K.
Dimensional US Core Equity Market ETF made up 2.34% of Physician Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Physician Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.