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

Physician Wealth Solutions’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	$38M	Buy	735,418 +21,655	+3%	+$1.08M	14.41%	1
2026 Q1	$32.2M	Buy	713,763 +56,845	+9%	+$2.67M	13.33%	1
2025 Q4	$30.7M	Buy	656,918 +8,698	+1%	+$403K	13.04%	1
2025 Q3	$29.7M	Sell	648,220 -610	-0.1%	-$26.9K	12.95%	1
2025 Q2	$27.5M	Buy	648,830 +42,124	+7%	+$1.65M	12.75%	1
2025 Q1	$23.3M	Sell	606,706 -31,005	-5%	-$1.26M	11.72%	1
2024 Q4	$25.8M	Buy	637,711 +6,851	+1%	+$280K	12.93%	1
2024 Q3	$25.3M	Buy	630,860 +228,314	+57%	+$8.72M	12.61%	1
2024 Q2	$15.1M	Buy	402,546 +72,584	+22%	+$2.64M	10.77%	1
2024 Q1	$12.1M	Buy	329,962 +43,207	+15%	+$1.5M	10.12%	1
2023 Q4	$9.53M	Buy	+286,755	New	+$8.9M	9.52%	1

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 Solutions's DFAU Position: Q2 2026 in Review

Physician Wealth Solutions increased its Dimensional US Core Equity Market ETF (DFAU) stake by 3% in Q2 2026, buying an estimated $1.08M and bringing the position to 735,418 shares worth $38M. The position accounts for 14.41% of the portfolio, ranked #1.

Physician Wealth Solutions first reported a position in DFAU in Q4 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Physician Wealth Solutions held 735,418 shares of Dimensional US Core Equity Market ETF worth $38M as of Q2 2026.
Physician Wealth Solutions bought 21,655 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.08M.
Dimensional US Core Equity Market ETF made up 14.41% of Physician Wealth Solutions's portfolio in Q2 2026, its #1 holding.
Physician Wealth Solutions first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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